Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
12.21%
5 year
11.36%
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.)
12.51%
Sharpe
0.90
Sortino
1.61
Max drawdown
-26.87%
Best month
13.35%
Worst month
-18.04%
Beta vs VTSAX
0.95
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.