Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.15%
3 year
21.96%
5 year
3.30%
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.)
16.35%
Sharpe
1.04
Sortino
1.89
Max drawdown
-44.45%
Best month
14.53%
Worst month
-15.09%
Beta vs VTSAX
1.06
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.