Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.33%
3 year
12.79%
5 year
8.96%
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.)
13.36%
Sharpe
0.88
Sortino
1.53
Max drawdown
-25.60%
Best month
11.55%
Worst month
-15.17%
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.