Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.03%
3 year
9.87%
5 year
2.16%
10 year
9.33%
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
78 months through Jan. 31, 2026Volatility (ann.)
18.27%
Sharpe
0.36
Sortino
0.60
Max drawdown
-32.52%
Best month
16.10%
Worst month
-18.49%
Beta vs VTSAX
1.34
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.