Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.40%
3 year
12.17%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through Jan. 31, 2026Volatility (ann.)
20.45%
Sharpe
0.51
Sortino
0.90
Max drawdown
-24.90%
Best month
12.59%
Worst month
-12.14%
Beta vs VTSAX
1.39
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.