Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.62%
3 year
12.06%
5 year
5.85%
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.)
8.61%
Sharpe
1.25
Sortino
2.27
Max drawdown
-19.40%
Best month
6.83%
Worst month
-10.35%
Beta vs VTSAX
0.68
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.