Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.05%
3 year
16.47%
5 year
5.86%
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.)
13.74%
Sharpe
0.87
Sortino
1.57
Max drawdown
-34.66%
Best month
15.61%
Worst month
-11.41%
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.