Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
15.52%
5 year
6.91%
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
0.65
Sortino
1.04
Max drawdown
-31.78%
Best month
20.77%
Worst month
-24.72%
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.