Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.50%
3 year
6.34%
5 year
5.32%
10 year
4.89%
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.)
15.54%
Sharpe
0.25
Sortino
0.39
Max drawdown
-30.05%
Best month
11.88%
Worst month
-17.89%
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.