Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.64%
3 year
12.49%
5 year
7.03%
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.)
7.95%
Sharpe
1.52
Sortino
2.89
Max drawdown
-6.58%
Best month
6.18%
Worst month
-6.14%
Beta vs VTSAX
0.60
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.