Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.61%
3 year
4.33%
5 year
7.96%
10 year
8.82%
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.)
16.15%
Sharpe
0.33
Sortino
0.53
Max drawdown
-30.78%
Best month
13.47%
Worst month
-20.89%
Beta vs VTSAX
0.80
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.