Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.66%
3 year
7.80%
5 year
3.17%
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.)
5.64%
Sharpe
1.21
Sortino
2.24
Max drawdown
-15.21%
Best month
4.81%
Worst month
-6.69%
Beta vs VTSAX
0.39
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.