Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.35%
3 year
16.82%
5 year
15.15%
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.)
11.11%
Sharpe
1.38
Sortino
2.95
Max drawdown
-19.96%
Best month
14.14%
Worst month
-12.68%
Beta vs VTSAX
0.32
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.