Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.63%
3 year
15.43%
5 year
8.20%
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.)
14.91%
Sharpe
0.81
Sortino
1.55
Max drawdown
-28.81%
Best month
13.23%
Worst month
-20.77%
Beta vs VTSAX
1.05
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.