Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.46%
3 year
-1.78%
5 year
0.94%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
18.05%
Sharpe
0.01
Sortino
0.02
Max drawdown
-45.84%
Best month
25.67%
Worst month
-37.52%
Beta vs VTSAX
0.91
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.