Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.69%
3 year
11.73%
5 year
12.23%
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.)
12.32%
Sharpe
1.03
Sortino
1.77
Max drawdown
-21.13%
Best month
10.92%
Worst month
-12.13%
Beta vs VTSAX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.