Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.99%
3 year
10.04%
5 year
3.47%
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.)
7.09%
Sharpe
1.23
Sortino
2.19
Max drawdown
-19.76%
Best month
5.98%
Worst month
-7.55%
Beta vs VTSAX
0.51
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.