Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.40%
3 year
25.22%
5 year
14.39%
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.)
17.12%
Sharpe
1.43
Sortino
3.12
Max drawdown
-15.14%
Best month
15.22%
Worst month
-10.44%
Beta vs VTSAX
0.87
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.