Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.02%
3 year
7.58%
5 year
4.55%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
20.33%
Sharpe
0.30
Sortino
0.49
Max drawdown
-28.93%
Best month
17.47%
Worst month
-22.35%
Beta vs VTSAX
1.29
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.