Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.37%
3 year
13.09%
5 year
9.09%
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.)
8.58%
Sharpe
1.50
Sortino
2.88
Max drawdown
-16.54%
Best month
9.38%
Worst month
-9.82%
Beta vs VTSAX
0.53
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.