Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.84%
3 year
3.87%
5 year
22.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
12.86%
Sharpe
-0.04
Sortino
-0.05
Max drawdown
-15.22%
Best month
20.05%
Worst month
-10.55%
Beta vs VTSAX
-0.26
Correlation
-0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.