Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.42%
3 year
11.13%
5 year
7.28%
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.)
7.00%
Sharpe
1.53
Sortino
3.01
Max drawdown
-15.14%
Best month
6.69%
Worst month
-8.06%
Beta vs VTSAX
0.48
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.