Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.22%
3 year
1.12%
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
47 months through Jan. 31, 2026Volatility (ann.)
15.71%
Sharpe
0.33
Sortino
0.58
Max drawdown
-30.69%
Best month
10.20%
Worst month
-9.29%
Beta vs VTSAX
0.68
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.