Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.89%
3 year
9.52%
5 year
10.06%
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.)
13.68%
Sharpe
0.66
Sortino
1.15
Max drawdown
-29.44%
Best month
13.52%
Worst month
-19.79%
Beta vs VTSAX
0.93
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.