Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.04%
3 year
24.72%
5 year
14.06%
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.)
17.19%
Sharpe
1.39
Sortino
3.01
Max drawdown
-15.20%
Best month
15.33%
Worst month
-10.42%
Beta vs VTSAX
0.88
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.