Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.17%
3 year
9.70%
5 year
11.03%
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.)
29.44%
Sharpe
0.35
Sortino
0.62
Max drawdown
-37.97%
Best month
22.00%
Worst month
-28.01%
Beta vs VTSAX
1.26
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.