Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.42%
3 year
12.78%
5 year
12.27%
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.)
12.87%
Sharpe
0.86
Sortino
1.56
Max drawdown
-28.12%
Best month
17.34%
Worst month
-18.08%
Beta vs VTSAX
0.86
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.