Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.11%
3 year
13.73%
5 year
1.54%
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.)
16.85%
Sharpe
0.63
Sortino
1.14
Max drawdown
-40.31%
Best month
18.40%
Worst month
-14.83%
Beta vs VTSAX
1.28
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.