Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.29%
3 year
9.31%
5 year
8.61%
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.)
15.46%
Sharpe
0.48
Sortino
0.82
Max drawdown
-31.49%
Best month
15.94%
Worst month
-21.96%
Beta vs VTSAX
1.04
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.