Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.29%
3 year
10.88%
5 year
11.28%
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.)
11.24%
Sharpe
0.97
Sortino
1.73
Max drawdown
-21.94%
Best month
11.98%
Worst month
-12.63%
Beta vs VTSAX
0.70
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.