Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.06%
3 year
13.54%
5 year
3.87%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
16.37%
Sharpe
0.66
Sortino
1.22
Max drawdown
-29.13%
Best month
16.53%
Worst month
-9.39%
Beta vs VTSAX
0.78
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.