Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.41%
3 year
7.57%
5 year
7.13%
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
72 months through Jan. 31, 2026Volatility (ann.)
14.77%
Sharpe
0.51
Sortino
0.89
Max drawdown
-29.56%
Best month
12.18%
Worst month
-20.92%
Beta vs VTSAX
0.94
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.