Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.39%
3 year
10.07%
5 year
10.48%
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.)
11.20%
Sharpe
0.90
Sortino
1.58
Max drawdown
-22.12%
Best month
11.88%
Worst month
-12.72%
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.