Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.20%
3 year
11.62%
5 year
5.42%
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.)
8.59%
Sharpe
1.20
Sortino
2.16
Max drawdown
-19.73%
Best month
6.86%
Worst month
-10.37%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.