Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.71%
3 year
8.95%
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
53 months through Jan. 31, 2026Volatility (ann.)
18.74%
Sharpe
0.49
Sortino
0.82
Max drawdown
-45.90%
Best month
13.55%
Worst month
-17.79%
Beta vs VTSAX
1.38
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.