Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.93%
3 year
-2.61%
5 year
1.72%
10 year
4.70%
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.)
11.67%
Sharpe
-0.01
Sortino
-0.02
Max drawdown
-16.45%
Best month
10.57%
Worst month
-8.52%
Beta vs VTSAX
0.45
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.