Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.34%
3 year
5.66%
5 year
-4.79%
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
78 months through Jan. 31, 2026Volatility (ann.)
20.75%
Sharpe
0.29
Sortino
0.44
Max drawdown
-56.25%
Best month
16.98%
Worst month
-15.52%
Beta vs VTSAX
0.68
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.