Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.16%
3 year
10.85%
5 year
9.54%
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.)
19.01%
Sharpe
0.45
Sortino
0.81
Max drawdown
-37.60%
Best month
19.49%
Worst month
-25.32%
Beta vs VTSAX
1.12
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.