Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.17%
3 year
13.92%
5 year
1.56%
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.)
17.73%
Sharpe
0.72
Sortino
1.24
Max drawdown
-40.24%
Best month
16.44%
Worst month
-14.38%
Beta vs VTSAX
1.32
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.