Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.40%
3 year
13.73%
5 year
12.03%
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.)
9.89%
Sharpe
1.38
Sortino
2.55
Max drawdown
-14.00%
Best month
9.54%
Worst month
-7.32%
Beta vs VTSAX
0.71
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.