Average annual returns
Through 20251 year
1.83%
3 year
7.44%
5 year
1.36%
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
78 months through Jan. 31, 2026Volatility (ann.)
18.60%
Sharpe
0.28
Sortino
0.45
Max drawdown
-31.68%
Best month
19.67%
Worst month
-17.12%
Beta vs VTSAX
1.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.