Average annual returns
Through 20251 year
2.48%
3 year
9.71%
5 year
1.09%
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.)
16.33%
Sharpe
0.41
Sortino
0.66
Max drawdown
-34.29%
Best month
14.40%
Worst month
-14.57%
Beta vs VTSAX
1.25
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.