Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.68%
3 year
6.99%
5 year
-2.36%
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.)
12.73%
Sharpe
0.43
Sortino
0.67
Max drawdown
-36.71%
Best month
9.39%
Worst month
-11.56%
Beta vs VTSAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.