Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.02%
3 year
12.25%
5 year
9.30%
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
66 months through Jan. 31, 2026Volatility (ann.)
8.43%
Sharpe
1.47
Sortino
2.87
Max drawdown
-14.98%
Best month
8.41%
Worst month
-6.95%
Beta vs VTSAX
0.52
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.