Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.60%
3 year
6.34%
5 year
1.71%
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.)
14.69%
Sharpe
0.29
Sortino
0.46
Max drawdown
-32.69%
Best month
11.00%
Worst month
-20.90%
Beta vs VTSAX
0.84
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.