Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.55%
3 year
7.12%
5 year
2.52%
10 year
—
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
65 months through Jan. 31, 2026Volatility (ann.)
8.63%
Sharpe
0.73
Sortino
1.07
Max drawdown
-20.47%
Best month
5.28%
Worst month
-7.03%
Beta vs VTSAX
0.47
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.