Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.40%
3 year
8.48%
5 year
9.21%
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.)
8.85%
Sharpe
0.98
Sortino
1.69
Max drawdown
-26.79%
Best month
9.79%
Worst month
-16.27%
Beta vs VTSAX
0.30
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.