Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.32%
3 year
5.87%
5 year
4.57%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
14.67%
Sharpe
0.25
Sortino
0.38
Max drawdown
-30.11%
Best month
10.16%
Worst month
-18.66%
Beta vs VTSAX
0.88
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.