Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.51%
3 year
10.49%
5 year
10.90%
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.)
28.84%
Sharpe
0.38
Sortino
0.63
Max drawdown
-41.92%
Best month
18.04%
Worst month
-28.84%
Beta vs VTSAX
1.29
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.