Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.78%
3 year
11.26%
5 year
7.33%
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
74 months through Jan. 31, 2026Volatility (ann.)
14.05%
Sharpe
0.72
Sortino
1.28
Max drawdown
-24.25%
Best month
13.27%
Worst month
-17.65%
Beta vs VTSAX
0.97
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.