Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.26%
3 year
13.94%
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.)
12.39%
Sharpe
1.04
Sortino
1.89
Max drawdown
-32.44%
Best month
17.16%
Worst month
-20.82%
Beta vs VTSAX
0.83
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.