Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.48%
3 year
6.29%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
59 months through Jan. 31, 2026Volatility (ann.)
15.59%
Sharpe
0.25
Sortino
0.39
Max drawdown
-30.57%
Best month
11.97%
Worst month
-12.83%
Beta vs VTSAX
0.93
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.