Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.82%
3 year
9.64%
5 year
1.97%
10 year
9.16%
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.)
18.25%
Sharpe
0.35
Sortino
0.58
Max drawdown
-32.64%
Best month
15.98%
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.