Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.60%
3 year
1.89%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
42 months through Jan. 31, 2026Volatility (ann.)
10.00%
Sharpe
0.17
Sortino
0.23
Max drawdown
-25.04%
Best month
5.88%
Worst month
-12.46%
Beta vs VTSAX
0.59
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.