Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
10.40%
5 year
10.81%
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
0.93
Sortino
1.64
Max drawdown
-22.06%
Best month
11.92%
Worst month
-12.72%
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.