Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.04%
3 year
9.75%
5 year
10.31%
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.)
13.66%
Sharpe
0.68
Sortino
1.20
Max drawdown
-29.42%
Best month
13.55%
Worst month
-19.78%
Beta vs VTSAX
0.93
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.