Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.96%
3 year
16.15%
5 year
10.80%
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.)
7.30%
Sharpe
1.99
Sortino
4.06
Max drawdown
-19.34%
Best month
9.37%
Worst month
-11.09%
Beta vs VTSAX
0.57
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.