Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.38%
3 year
10.56%
5 year
4.72%
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.)
7.15%
Sharpe
1.32
Sortino
2.45
Max drawdown
-18.57%
Best month
6.33%
Worst month
-9.06%
Beta vs VTSAX
0.53
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.