Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.65%
3 year
2.04%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
7.96%
Sharpe
0.44
Sortino
0.70
Max drawdown
-8.43%
Best month
6.45%
Worst month
-5.31%
Beta vs VTSAX
-0.28
Correlation
-0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.