Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.78%
3 year
14.23%
5 year
1.19%
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.)
19.36%
Sharpe
0.62
Sortino
1.04
Max drawdown
-40.10%
Best month
15.67%
Worst month
-16.28%
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.