Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.20%
3 year
8.80%
5 year
2.95%
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.)
6.46%
Sharpe
1.20
Sortino
2.14
Max drawdown
-18.04%
Best month
5.45%
Worst month
-7.79%
Beta vs VTSAX
0.47
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.