Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.30%
3 year
16.02%
5 year
8.30%
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.)
18.41%
Sharpe
0.70
Sortino
1.41
Max drawdown
-30.73%
Best month
15.46%
Worst month
-24.26%
Beta vs VTSAX
1.20
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.