Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.41%
3 year
3.63%
5 year
22.31%
10 year
7.14%
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.)
18.48%
Sharpe
0.39
Sortino
0.59
Max drawdown
-51.41%
Best month
30.77%
Worst month
-35.70%
Beta vs VTSAX
0.52
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.