Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.40%
3 year
13.01%
5 year
11.21%
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
65 months through Jan. 31, 2026Volatility (ann.)
10.93%
Sharpe
1.27
Sortino
2.29
Max drawdown
-14.77%
Best month
11.08%
Worst month
-8.13%
Beta vs VTSAX
0.75
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.