Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.65%
3 year
5.45%
5 year
-0.87%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
16.71%
Sharpe
0.16
Sortino
0.26
Max drawdown
-30.83%
Best month
16.00%
Worst month
-17.26%
Beta vs VTSAX
1.26
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.