Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.05%
3 year
12.30%
5 year
-1.20%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
20.74%
Sharpe
0.50
Sortino
0.88
Max drawdown
-47.38%
Best month
17.21%
Worst month
-19.44%
Beta vs VTSAX
1.33
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.