Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.53%
3 year
14.04%
5 year
8.25%
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.)
18.31%
Sharpe
0.66
Sortino
1.19
Max drawdown
-31.29%
Best month
16.54%
Worst month
-22.40%
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.