Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.58%
3 year
12.53%
5 year
10.80%
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.)
11.45%
Sharpe
1.08
Sortino
1.96
Max drawdown
-24.28%
Best month
10.94%
Worst month
-14.34%
Beta vs VTSAX
0.79
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.