Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.34%
3 year
11.17%
5 year
9.90%
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.)
11.50%
Sharpe
0.92
Sortino
1.58
Max drawdown
-27.03%
Best month
13.34%
Worst month
-17.15%
Beta vs VTSAX
0.82
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.