Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.98%
3 year
7.48%
5 year
5.92%
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.)
8.15%
Sharpe
0.86
Sortino
1.47
Max drawdown
-16.60%
Best month
8.13%
Worst month
-11.75%
Beta vs VTSAX
0.53
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.