Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.86%
3 year
11.16%
5 year
8.24%
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.)
8.43%
Sharpe
1.34
Sortino
2.53
Max drawdown
-16.32%
Best month
8.35%
Worst month
-10.29%
Beta vs VTSAX
0.52
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.