Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.11%
3 year
16.26%
5 year
13.84%
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.)
14.40%
Sharpe
0.91
Sortino
1.80
Max drawdown
-31.14%
Best month
14.70%
Worst month
-20.38%
Beta vs VTSAX
0.94
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.