Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.62%
3 year
10.33%
5 year
5.69%
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.)
7.00%
Sharpe
1.43
Sortino
2.63
Max drawdown
-5.78%
Best month
5.38%
Worst month
-5.65%
Beta vs VTSAX
0.50
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.