Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.02%
3 year
15.30%
5 year
4.81%
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.)
13.73%
Sharpe
0.79
Sortino
1.40
Max drawdown
-35.24%
Best month
15.51%
Worst month
-11.48%
Beta vs VTSAX
1.00
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.