Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.02%
3 year
6.62%
5 year
5.30%
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.)
14.66%
Sharpe
0.30
Sortino
0.46
Max drawdown
-29.19%
Best month
10.18%
Worst month
-18.63%
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.