Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.08%
3 year
9.12%
5 year
5.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
6.10%
Sharpe
1.46
Sortino
2.80
Max drawdown
-14.78%
Best month
6.65%
Worst month
-9.06%
Beta vs VTSAX
0.48
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.