Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.12%
3 year
6.20%
5 year
3.51%
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.)
16.73%
Sharpe
0.44
Sortino
0.70
Max drawdown
-23.54%
Best month
14.74%
Worst month
-11.44%
Beta vs VTSAX
0.89
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.