Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.08%
3 year
18.84%
5 year
11.06%
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
77 months through Jan. 31, 2026Volatility (ann.)
11.16%
Sharpe
1.58
Sortino
3.16
Max drawdown
-9.64%
Best month
8.03%
Worst month
-6.92%
Beta vs VTSAX
0.88
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.