Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.24%
3 year
13.00%
5 year
7.59%
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.)
8.19%
Sharpe
1.68
Sortino
3.60
Max drawdown
-8.15%
Best month
5.34%
Worst month
-5.08%
Beta vs VTSAX
0.44
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.