Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.34%
3 year
8.09%
5 year
9.83%
10 year
7.10%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Dec. 31, 2025Volatility (ann.)
16.55%
Sharpe
0.49
Sortino
0.90
Max drawdown
-36.17%
Best month
19.98%
Worst month
-27.26%
Beta vs VTSAX
0.87
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.