Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.29%
3 year
15.83%
5 year
8.11%
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.)
9.45%
Sharpe
1.53
Sortino
3.05
Max drawdown
-22.65%
Best month
9.54%
Worst month
-13.19%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.