Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.51%
3 year
9.25%
5 year
5.06%
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.)
6.58%
Sharpe
1.33
Sortino
2.45
Max drawdown
-15.17%
Best month
5.18%
Worst month
-6.29%
Beta vs VTSAX
0.41
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.