Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.20%
3 year
13.87%
5 year
5.60%
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
78 months through Jan. 31, 2026Volatility (ann.)
16.67%
Sharpe
0.70
Sortino
1.20
Max drawdown
-30.45%
Best month
14.53%
Worst month
-14.59%
Beta vs VTSAX
1.25
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.