Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.59%
3 year
8.94%
5 year
8.67%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
14.43%
Sharpe
0.55
Sortino
0.93
Max drawdown
-20.76%
Best month
13.43%
Worst month
-12.74%
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.