Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.23%
3 year
14.35%
5 year
7.76%
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.)
9.80%
Sharpe
1.32
Sortino
2.46
Max drawdown
-20.76%
Best month
9.09%
Worst month
-12.94%
Beta vs VTSAX
0.79
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.