Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.38%
3 year
9.32%
5 year
5.46%
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.)
4.05%
Sharpe
1.99
Sortino
4.99
Max drawdown
-14.11%
Best month
5.62%
Worst month
-12.36%
Beta vs VTSAX
0.27
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.