Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
13.92%
5 year
8.12%
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.)
18.34%
Sharpe
0.65
Sortino
1.18
Max drawdown
-31.26%
Best month
16.43%
Worst month
-22.43%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.