Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.44%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
31 months through Jan. 31, 2026Volatility (ann.)
16.99%
Sharpe
0.40
Sortino
0.65
Max drawdown
-17.66%
Best month
10.90%
Worst month
-9.62%
Beta vs VTSAX
1.21
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.