Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
14.92%
5 year
6.64%
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.)
8.87%
Sharpe
1.51
Sortino
2.86
Max drawdown
-23.54%
Best month
8.78%
Worst month
-11.49%
Beta vs VTSAX
0.70
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.