Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.95%
3 year
13.75%
5 year
3.62%
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.)
18.33%
Sharpe
0.69
Sortino
1.13
Max drawdown
-29.18%
Best month
16.11%
Worst month
-17.86%
Beta vs VTSAX
1.32
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.