Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.27%
3 year
10.56%
5 year
10.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
11.75%
Sharpe
0.87
Sortino
1.48
Max drawdown
-26.55%
Best month
15.62%
Worst month
-16.50%
Beta vs VTSAX
0.79
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.