Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.82%
3 year
8.29%
5 year
6.72%
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.)
8.13%
Sharpe
0.96
Sortino
1.68
Max drawdown
-16.43%
Best month
8.20%
Worst month
-11.67%
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.