Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.00%
3 year
9.20%
5 year
6.06%
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
77 months through Dec. 31, 2025Volatility (ann.)
17.62%
Sharpe
0.52
Sortino
0.96
Max drawdown
-33.81%
Best month
14.39%
Worst month
-25.13%
Beta vs VTSAX
1.18
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.