Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.01%
3 year
10.65%
5 year
10.14%
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.)
18.82%
Sharpe
0.51
Sortino
0.91
Max drawdown
-35.53%
Best month
18.06%
Worst month
-24.21%
Beta vs VTSAX
1.19
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.