Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
-14.60%
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
40 months through Jan. 31, 2026Volatility (ann.)
10.80%
Sharpe
-1.34
Sortino
-1.40
Max drawdown
-51.70%
Best month
4.88%
Worst month
-8.78%
Beta vs VTSAX
0.73
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.