Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.23%
3 year
11.61%
5 year
6.74%
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.)
14.47%
Sharpe
0.77
Sortino
1.36
Max drawdown
-15.91%
Best month
11.86%
Worst month
-9.02%
Beta vs VTSAX
0.78
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.