Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.11%
3 year
5.84%
5 year
-0.38%
10 year
2.76%
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.)
10.13%
Sharpe
0.23
Sortino
0.35
Max drawdown
-22.16%
Best month
12.46%
Worst month
-7.50%
Beta vs VTSAX
0.51
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.