Average annual returns
Through 20251 year
0.07%
3 year
7.17%
5 year
6.70%
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
51 months through Jan. 31, 2026Volatility (ann.)
18.26%
Sharpe
0.36
Sortino
0.63
Max drawdown
-22.85%
Best month
13.57%
Worst month
-9.66%
Beta vs VTSAX
1.12
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.