Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.91%
3 year
0.86%
5 year
25.83%
10 year
5.60%
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.)
23.13%
Sharpe
0.11
Sortino
0.18
Max drawdown
-64.16%
Best month
69.23%
Worst month
-43.35%
Beta vs VTSAX
0.78
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.