Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.13%
3 year
10.77%
5 year
11.16%
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.)
11.21%
Sharpe
0.97
Sortino
1.72
Max drawdown
-21.96%
Best month
11.99%
Worst month
-12.64%
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.