Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.36%
3 year
12.18%
5 year
5.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
65 months through Jan. 31, 2026Volatility (ann.)
9.33%
Sharpe
1.27
Sortino
2.27
Max drawdown
-21.64%
Best month
8.05%
Worst month
-8.46%
Beta vs VTSAX
0.65
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.