Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.58%
3 year
10.91%
5 year
5.17%
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
77 months through Jan. 31, 2026Volatility (ann.)
19.21%
Sharpe
0.46
Sortino
0.75
Max drawdown
-21.21%
Best month
12.14%
Worst month
-9.54%
Beta vs VTSAX
1.43
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.