Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.54%
3 year
12.16%
5 year
10.48%
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.)
10.98%
Sharpe
1.18
Sortino
2.10
Max drawdown
-24.09%
Best month
11.02%
Worst month
-15.32%
Beta vs VTSAX
0.76
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.