Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.87%
3 year
27.99%
5 year
15.85%
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.)
17.43%
Sharpe
1.57
Sortino
3.75
Max drawdown
-14.42%
Best month
15.84%
Worst month
-9.66%
Beta vs VTSAX
0.87
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.