Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.36%
3 year
2.34%
5 year
-9.84%
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.)
22.24%
Sharpe
0.14
Sortino
0.21
Max drawdown
-65.83%
Best month
18.22%
Worst month
-17.00%
Beta vs VTSAX
1.22
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.