Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.09%
3 year
12.01%
5 year
13.61%
10 year
11.50%
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 Jan. 31, 2026Volatility (ann.)
17.70%
Sharpe
0.49
Sortino
0.87
Max drawdown
-35.16%
Best month
20.16%
Worst month
-29.35%
Beta vs VTSAX
0.86
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.