Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.44%
3 year
9.06%
5 year
10.75%
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.)
19.03%
Sharpe
0.46
Sortino
0.81
Max drawdown
-34.06%
Best month
18.90%
Worst month
-22.75%
Beta vs VTSAX
1.13
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.