Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.09%
3 year
8.65%
5 year
5.16%
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
77 months through Jan. 31, 2026Volatility (ann.)
18.31%
Sharpe
0.44
Sortino
0.77
Max drawdown
-19.10%
Best month
12.13%
Worst month
-9.59%
Beta vs VTSAX
1.17
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.