Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.90%
3 year
13.15%
5 year
0.23%
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.)
19.34%
Sharpe
0.58
Sortino
0.95
Max drawdown
-40.62%
Best month
15.61%
Worst month
-16.35%
Beta vs VTSAX
1.45
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.