Average annual returns
Through 20251 year
-0.21%
3 year
—
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
24 months through Jan. 31, 2026Volatility (ann.)
22.94%
Sharpe
-0.02
Sortino
-0.02
Max drawdown
-17.44%
Best month
13.23%
Worst month
-13.66%
Beta vs VTSAX
1.58
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.