Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.65%
3 year
13.31%
5 year
11.60%
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.)
10.94%
Sharpe
1.29
Sortino
2.36
Max drawdown
-23.92%
Best month
11.16%
Worst month
-15.27%
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.