Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.85%
3 year
17.33%
5 year
5.31%
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.)
17.60%
Sharpe
0.81
Sortino
1.53
Max drawdown
-36.06%
Best month
16.00%
Worst month
-16.01%
Beta vs VTSAX
1.29
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.