Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.75%
3 year
7.54%
5 year
2.96%
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.)
14.67%
Sharpe
0.40
Sortino
0.62
Max drawdown
-32.01%
Best month
9.37%
Worst month
-19.16%
Beta vs VTSAX
0.88
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.