Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.69%
3 year
0.85%
5 year
-2.03%
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.)
15.30%
Sharpe
0.06
Sortino
0.08
Max drawdown
-32.02%
Best month
11.28%
Worst month
-14.87%
Beta vs VTSAX
1.05
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.