Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
11.11%
5 year
11.02%
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.)
14.25%
Sharpe
0.72
Sortino
1.27
Max drawdown
-32.50%
Best month
13.89%
Worst month
-22.08%
Beta vs VTSAX
1.01
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.