Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.81%
3 year
12.29%
5 year
7.06%
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.)
8.73%
Sharpe
1.25
Sortino
2.34
Max drawdown
-19.88%
Best month
9.11%
Worst month
-10.45%
Beta vs VTSAX
0.68
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.