Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.27%
3 year
6.07%
5 year
1.44%
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.)
14.61%
Sharpe
0.27
Sortino
0.43
Max drawdown
-32.95%
Best month
10.88%
Worst month
-21.00%
Beta vs VTSAX
0.83
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.