Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.44%
3 year
18.08%
5 year
14.24%
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.)
9.90%
Sharpe
1.79
Sortino
3.79
Max drawdown
-18.13%
Best month
11.22%
Worst month
-7.79%
Beta vs VTSAX
0.77
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.