Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.46%
3 year
11.76%
5 year
9.00%
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.)
12.67%
Sharpe
0.86
Sortino
1.52
Max drawdown
-26.71%
Best month
12.96%
Worst month
-18.75%
Beta vs VTSAX
0.94
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.