Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.60%
3 year
5.77%
5 year
5.63%
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.)
9.92%
Sharpe
0.67
Sortino
1.10
Max drawdown
-21.58%
Best month
9.71%
Worst month
-17.30%
Beta vs VTSAX
0.47
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.