Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.57%
3 year
9.38%
5 year
9.24%
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.)
18.59%
Sharpe
0.45
Sortino
0.82
Max drawdown
-39.08%
Best month
15.93%
Worst month
-27.98%
Beta vs VTSAX
1.16
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.