Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.13%
3 year
13.84%
5 year
-0.26%
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.)
19.78%
Sharpe
0.56
Sortino
0.90
Max drawdown
-43.27%
Best month
16.67%
Worst month
-16.75%
Beta vs VTSAX
1.48
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.