Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.49%
3 year
5.28%
5 year
1.40%
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.)
12.09%
Sharpe
0.39
Sortino
0.59
Max drawdown
-30.30%
Best month
12.90%
Worst month
-19.37%
Beta vs VTSAX
0.82
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.