Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.18%
3 year
12.49%
5 year
10.20%
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.)
12.85%
Sharpe
0.98
Sortino
1.72
Max drawdown
-25.90%
Best month
12.11%
Worst month
-16.44%
Beta vs VTSAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.