Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.31%
3 year
9.27%
5 year
9.98%
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.)
15.94%
Sharpe
0.51
Sortino
0.91
Max drawdown
-29.59%
Best month
13.81%
Worst month
-22.68%
Beta vs VTSAX
0.60
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.