Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.97%
3 year
12.96%
5 year
5.60%
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.)
19.25%
Sharpe
0.59
Sortino
1.05
Max drawdown
-30.58%
Best month
18.35%
Worst month
-21.67%
Beta vs VTSAX
1.33
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.