Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.70%
3 year
0.83%
5 year
-0.94%
10 year
4.49%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
17.30%
Sharpe
-0.13
Sortino
-0.19
Max drawdown
-27.05%
Best month
15.40%
Worst month
-18.52%
Beta vs VTSAX
1.06
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.