Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.11%
3 year
13.76%
5 year
8.10%
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.)
6.28%
Sharpe
2.06
Sortino
4.58
Max drawdown
-15.56%
Best month
6.97%
Worst month
-5.87%
Beta vs VTSAX
0.51
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.