Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.76%
3 year
12.42%
5 year
0.95%
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.)
18.06%
Sharpe
0.59
Sortino
0.95
Max drawdown
-34.31%
Best month
16.10%
Worst month
-19.65%
Beta vs VTSAX
1.35
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.