Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.36%
3 year
14.04%
5 year
7.83%
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.)
9.52%
Sharpe
1.42
Sortino
2.68
Max drawdown
-15.97%
Best month
9.86%
Worst month
-6.84%
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.