Average annual returns
Through 20251 year
-2.45%
3 year
4.92%
5 year
5.09%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
12.04%
Sharpe
0.29
Sortino
0.43
Max drawdown
-17.12%
Best month
13.05%
Worst month
-8.40%
Beta vs VTSAX
0.78
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.