Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.06%
3 year
0.87%
5 year
-1.27%
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 Dec. 31, 2025Volatility (ann.)
11.00%
Sharpe
0.08
Sortino
0.11
Max drawdown
-34.54%
Best month
7.05%
Worst month
-16.28%
Beta vs VTSAX
0.57
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.