Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.07%
3 year
11.44%
5 year
6.65%
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.)
4.15%
Sharpe
2.93
Sortino
9.23
Max drawdown
-11.20%
Best month
5.31%
Worst month
-10.58%
Beta vs VTSAX
0.14
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.