Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.47%
3 year
7.94%
5 year
13.13%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
77 months through Dec. 31, 2025Volatility (ann.)
14.05%
Sharpe
0.57
Sortino
0.98
Max drawdown
-53.88%
Best month
31.97%
Worst month
-37.73%
Beta vs VTSAX
0.62
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.