Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.87%
3 year
14.37%
5 year
1.29%
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.)
19.30%
Sharpe
0.63
Sortino
1.06
Max drawdown
-40.08%
Best month
15.73%
Worst month
-16.25%
Beta vs VTSAX
1.44
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.