Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.62%
3 year
4.10%
5 year
4.53%
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.)
15.92%
Sharpe
0.09
Sortino
0.14
Max drawdown
-35.66%
Best month
12.46%
Worst month
-25.69%
Beta vs VTSAX
0.95
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.