Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.86%
3 year
8.59%
5 year
8.96%
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.)
15.12%
Sharpe
0.47
Sortino
0.78
Max drawdown
-34.13%
Best month
14.65%
Worst month
-23.92%
Beta vs VTSAX
0.94
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.