Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.56%
3 year
11.67%
5 year
11.31%
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.)
11.86%
Sharpe
0.95
Sortino
1.65
Max drawdown
-26.43%
Best month
15.62%
Worst month
-16.57%
Beta vs VTSAX
0.79
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.