Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.85%
3 year
10.17%
5 year
25.29%
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.)
18.57%
Sharpe
0.71
Sortino
1.25
Max drawdown
-61.07%
Best month
45.32%
Worst month
-46.60%
Beta vs VTSAX
0.59
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.