Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.65%
3 year
15.10%
5 year
9.67%
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
77 months through Jan. 31, 2026Volatility (ann.)
12.91%
Sharpe
1.09
Sortino
2.16
Max drawdown
-10.25%
Best month
9.91%
Worst month
-8.63%
Beta vs VTSAX
0.87
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.