Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.41%
3 year
10.13%
5 year
6.31%
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.)
7.02%
Sharpe
1.38
Sortino
2.62
Max drawdown
-15.74%
Best month
6.57%
Worst month
-8.16%
Beta vs VTSAX
0.48
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.