Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.67%
3 year
12.02%
5 year
7.18%
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.)
4.17%
Sharpe
3.04
Sortino
10.16
Max drawdown
-11.14%
Best month
5.45%
Worst month
-10.62%
Beta vs VTSAX
0.14
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.