Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
8.47%
5 year
4.46%
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.)
15.23%
Sharpe
0.42
Sortino
0.70
Max drawdown
-29.14%
Best month
13.05%
Worst month
-20.00%
Beta vs VTSAX
0.88
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.