Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.33%
3 year
9.75%
5 year
6.85%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
7.64%
Sharpe
1.23
Sortino
2.36
Max drawdown
-17.34%
Best month
11.80%
Worst month
-9.98%
Beta vs VTSAX
0.57
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.