Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.04%
3 year
5.87%
5 year
5.85%
10 year
5.80%
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.)
16.04%
Sharpe
0.22
Sortino
0.34
Max drawdown
-31.40%
Best month
14.49%
Worst month
-19.95%
Beta vs VTSAX
0.94
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.