Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.21%
3 year
15.03%
5 year
10.65%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
11.53%
Sharpe
1.20
Sortino
2.21
Max drawdown
-22.97%
Best month
11.93%
Worst month
-11.68%
Beta vs VTSAX
0.83
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.