Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.29%
3 year
4.45%
5 year
4.88%
10 year
4.38%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
15.83%
Sharpe
0.12
Sortino
0.18
Max drawdown
-33.59%
Best month
12.27%
Worst month
-21.37%
Beta vs VTSAX
0.94
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.