Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.27%
3 year
8.94%
5 year
5.76%
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.)
17.60%
Sharpe
0.51
Sortino
0.93
Max drawdown
-33.84%
Best month
14.44%
Worst month
-25.24%
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.