Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.28%
3 year
9.29%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
58 months through Jan. 31, 2026Volatility (ann.)
14.42%
Sharpe
0.57
Sortino
0.98
Max drawdown
-19.76%
Best month
10.17%
Worst month
-9.64%
Beta vs VTSAX
0.88
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.