Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.50%
3 year
13.04%
5 year
0.94%
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.)
16.83%
Sharpe
0.59
Sortino
1.06
Max drawdown
-40.60%
Best month
18.30%
Worst month
-14.87%
Beta vs VTSAX
1.27
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.