Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.25%
3 year
9.56%
5 year
5.88%
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.)
8.90%
Sharpe
1.05
Sortino
1.85
Max drawdown
-19.33%
Best month
7.53%
Worst month
-9.55%
Beta vs VTSAX
0.59
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.