Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.39%
3 year
15.42%
5 year
6.83%
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.)
20.53%
Sharpe
0.64
Sortino
1.03
Max drawdown
-31.70%
Best month
20.59%
Worst month
-24.70%
Beta vs VTSAX
1.49
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.