Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.77%
3 year
7.23%
5 year
-3.15%
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.)
20.90%
Sharpe
0.37
Sortino
0.65
Max drawdown
-44.71%
Best month
18.38%
Worst month
-14.08%
Beta vs VTSAX
0.81
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.