Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.97%
3 year
9.64%
5 year
10.05%
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.)
11.23%
Sharpe
0.86
Sortino
1.50
Max drawdown
-22.22%
Best month
11.91%
Worst month
-12.76%
Beta vs VTSAX
0.69
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.