Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.08%
3 year
17.36%
5 year
10.14%
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.)
11.70%
Sharpe
1.34
Sortino
2.57
Max drawdown
-28.79%
Best month
10.97%
Worst month
-10.24%
Beta vs VTSAX
0.90
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.