Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.75%
3 year
13.36%
5 year
7.19%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
9.54%
Sharpe
1.34
Sortino
2.48
Max drawdown
-16.50%
Best month
9.77%
Worst month
-6.96%
Beta vs VTSAX
0.69
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.