Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.65%
3 year
27.09%
5 year
12.18%
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.)
14.82%
Sharpe
1.55
Sortino
3.04
Max drawdown
-33.29%
Best month
14.48%
Worst month
-12.51%
Beta vs VTSAX
1.06
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.