Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.71%
3 year
12.53%
5 year
11.02%
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.)
11.80%
Sharpe
0.95
Sortino
1.69
Max drawdown
-28.94%
Best month
12.80%
Worst month
-18.30%
Beta vs VTSAX
0.85
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.