Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.09%
3 year
12.14%
5 year
8.68%
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.)
15.94%
Sharpe
0.65
Sortino
1.16
Max drawdown
-29.74%
Best month
14.26%
Worst month
-20.24%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.