Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.78%
3 year
12.33%
5 year
12.77%
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.)
11.95%
Sharpe
1.02
Sortino
1.92
Max drawdown
-20.84%
Best month
13.86%
Worst month
-13.61%
Beta vs VTSAX
0.65
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.