Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.77%
3 year
14.18%
5 year
10.26%
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.)
17.97%
Sharpe
0.68
Sortino
1.17
Max drawdown
-30.29%
Best month
14.04%
Worst month
-21.45%
Beta vs VTSAX
0.98
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.