Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.56%
3 year
11.24%
5 year
7.39%
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.)
6.97%
Sharpe
1.55
Sortino
3.06
Max drawdown
-15.03%
Best month
6.70%
Worst month
-6.01%
Beta vs VTSAX
0.48
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.