Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.75%
3 year
10.59%
5 year
8.65%
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
72 months through Dec. 31, 2025Volatility (ann.)
9.67%
Sharpe
1.10
Sortino
1.90
Max drawdown
-20.78%
Best month
10.51%
Worst month
-13.00%
Beta vs VTSAX
0.64
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.