Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.81%
3 year
11.39%
5 year
8.14%
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.)
7.09%
Sharpe
1.70
Sortino
3.30
Max drawdown
-21.72%
Best month
7.61%
Worst month
-15.38%
Beta vs VTSAX
0.39
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.