Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.89%
3 year
13.72%
5 year
0.56%
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.)
17.51%
Sharpe
0.66
Sortino
1.13
Max drawdown
-36.61%
Best month
16.64%
Worst month
-18.31%
Beta vs VTSAX
1.27
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.