Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.04%
3 year
18.77%
5 year
26.63%
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.)
15.71%
Sharpe
1.32
Sortino
2.76
Max drawdown
-52.76%
Best month
29.21%
Worst month
-42.03%
Beta vs VTSAX
0.65
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.