Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.65%
3 year
13.01%
5 year
6.08%
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.)
8.06%
Sharpe
1.46
Sortino
2.82
Max drawdown
-20.33%
Best month
7.55%
Worst month
-10.81%
Beta vs VTSAX
0.62
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.