Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.67%
3 year
14.60%
5 year
11.77%
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.)
11.10%
Sharpe
1.38
Sortino
2.59
Max drawdown
-18.59%
Best month
10.31%
Worst month
-10.90%
Beta vs VTSAX
0.72
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.