Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.02%
3 year
10.90%
5 year
4.99%
10 year
8.60%
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
72 months through Dec. 31, 2025Volatility (ann.)
18.27%
Sharpe
0.60
Sortino
1.09
Max drawdown
-28.15%
Best month
14.17%
Worst month
-18.91%
Beta vs VTSAX
1.25
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.