Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.07%
3 year
12.82%
5 year
6.73%
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.)
8.54%
Sharpe
1.34
Sortino
2.57
Max drawdown
-20.59%
Best month
8.61%
Worst month
-10.86%
Beta vs VTSAX
0.66
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.