Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.35%
3 year
14.39%
5 year
8.18%
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.)
8.73%
Sharpe
1.58
Sortino
3.08
Max drawdown
-7.18%
Best month
6.69%
Worst month
-6.39%
Beta vs VTSAX
0.67
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.