Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.20%
3 year
5.20%
5 year
4.01%
10 year
4.29%
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.)
15.46%
Sharpe
0.18
Sortino
0.27
Max drawdown
-32.13%
Best month
11.52%
Worst month
-16.34%
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.