Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.81%
3 year
12.78%
5 year
6.66%
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.)
8.85%
Sharpe
1.27
Sortino
2.30
Max drawdown
-21.86%
Best month
7.85%
Worst month
-7.18%
Beta vs VTSAX
0.71
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.