Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.43%
3 year
14.41%
5 year
7.70%
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.)
9.83%
Sharpe
1.33
Sortino
2.58
Max drawdown
-22.61%
Best month
10.26%
Worst month
-13.01%
Beta vs VTSAX
0.76
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.