Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.81%
3 year
9.83%
5 year
9.84%
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.)
10.30%
Sharpe
1.01
Sortino
1.78
Max drawdown
-25.66%
Best month
9.84%
Worst month
-15.62%
Beta vs VTSAX
0.57
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.