Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.87%
3 year
9.35%
5 year
2.90%
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.)
6.05%
Sharpe
1.36
Sortino
2.51
Max drawdown
-19.87%
Best month
5.19%
Worst month
-14.86%
Beta vs VTSAX
0.44
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.