Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
11.47%
5 year
5.12%
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.)
8.48%
Sharpe
1.19
Sortino
2.18
Max drawdown
-22.24%
Best month
8.28%
Worst month
-10.40%
Beta vs VTSAX
0.65
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.