Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.77%
3 year
12.32%
5 year
8.42%
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.)
12.66%
Sharpe
0.88
Sortino
1.62
Max drawdown
-24.05%
Best month
12.70%
Worst month
-15.63%
Beta vs VTSAX
0.90
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.