Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.49%
3 year
18.55%
5 year
4.76%
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.)
15.17%
Sharpe
0.80
Sortino
1.41
Max drawdown
-39.25%
Best month
14.11%
Worst month
-13.69%
Beta vs VTSAX
1.04
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.