Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.86%
3 year
5.77%
5 year
-0.46%
10 year
2.71%
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
78 months through Jan. 31, 2026Volatility (ann.)
12.23%
Sharpe
0.38
Sortino
0.61
Max drawdown
-34.03%
Best month
12.44%
Worst month
-10.50%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.