Average annual returns
Through 20251 year
11.28%
3 year
3.15%
5 year
—
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
42 months through Jan. 31, 2026Volatility (ann.)
10.58%
Sharpe
0.05
Sortino
0.07
Max drawdown
-17.95%
Best month
8.41%
Worst month
-6.78%
Beta vs VTSAX
0.54
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.