Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.51%
3 year
8.22%
5 year
7.94%
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.)
19.37%
Sharpe
0.39
Sortino
0.66
Max drawdown
-38.58%
Best month
18.37%
Worst month
-27.18%
Beta vs VTSAX
1.20
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.