Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.38%
3 year
6.82%
5 year
6.65%
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.)
13.52%
Sharpe
0.51
Sortino
0.85
Max drawdown
-20.58%
Best month
11.38%
Worst month
-7.37%
Beta vs VTSAX
0.59
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.