Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.32%
3 year
13.78%
5 year
9.91%
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.)
13.38%
Sharpe
0.96
Sortino
1.68
Max drawdown
-25.45%
Best month
11.63%
Worst month
-15.13%
Beta vs VTSAX
0.93
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.