Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.34%
3 year
3.44%
5 year
7.87%
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.)
14.17%
Sharpe
0.19
Sortino
0.29
Max drawdown
-29.01%
Best month
15.20%
Worst month
-20.67%
Beta vs VTSAX
0.32
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.