Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.44%
3 year
8.62%
5 year
3.54%
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.)
7.31%
Sharpe
1.06
Sortino
1.97
Max drawdown
-16.56%
Best month
6.03%
Worst month
-9.08%
Beta vs VTSAX
0.47
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.