Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.15%
3 year
26.47%
5 year
11.61%
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.)
14.74%
Sharpe
1.55
Sortino
2.99
Max drawdown
-33.19%
Best month
15.20%
Worst month
-11.21%
Beta vs VTSAX
1.09
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.