Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.15%
3 year
12.40%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Jan. 31, 2026Volatility (ann.)
20.75%
Sharpe
0.51
Sortino
0.89
Max drawdown
-47.30%
Best month
13.94%
Worst month
-16.36%
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.