Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.39%
3 year
12.66%
5 year
-9.15%
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.)
28.96%
Sharpe
0.40
Sortino
0.66
Max drawdown
-67.21%
Best month
17.23%
Worst month
-21.58%
Beta vs VTSAX
1.52
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.