Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.40%
3 year
8.16%
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.)
18.67%
Sharpe
0.45
Sortino
0.73
Max drawdown
-46.40%
Best month
13.41%
Worst month
-17.85%
Beta vs VTSAX
1.37
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.