Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.21%
3 year
3.68%
5 year
-0.59%
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.)
10.01%
Sharpe
0.35
Sortino
0.52
Max drawdown
-27.93%
Best month
9.95%
Worst month
-14.17%
Beta vs VTSAX
0.62
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.