Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.93%
3 year
10.02%
5 year
7.08%
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.)
19.11%
Sharpe
0.46
Sortino
0.82
Max drawdown
-32.63%
Best month
18.15%
Worst month
-22.38%
Beta vs VTSAX
1.23
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.