Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.29%
3 year
14.13%
5 year
7.43%
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.)
9.82%
Sharpe
1.31
Sortino
2.52
Max drawdown
-22.73%
Best month
10.29%
Worst month
-13.01%
Beta vs VTSAX
0.76
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.