Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.03%
3 year
8.10%
5 year
4.17%
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.)
13.95%
Sharpe
0.43
Sortino
0.68
Max drawdown
-30.95%
Best month
9.68%
Worst month
-17.52%
Beta vs VTSAX
0.86
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.