Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.63%
3 year
7.58%
5 year
1.71%
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.)
6.15%
Sharpe
1.04
Sortino
1.81
Max drawdown
-17.93%
Best month
5.22%
Worst month
-5.77%
Beta vs VTSAX
0.40
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.