Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
7.87%
5 year
3.27%
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.)
14.65%
Sharpe
0.42
Sortino
0.66
Max drawdown
-31.70%
Best month
9.45%
Worst month
-19.11%
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.