Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.36%
3 year
5.36%
5 year
3.48%
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.)
16.32%
Sharpe
0.22
Sortino
0.36
Max drawdown
-24.79%
Best month
11.95%
Worst month
-16.86%
Beta vs VTSAX
1.08
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.