Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.70%
3 year
26.45%
5 year
12.23%
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.)
14.29%
Sharpe
1.58
Sortino
3.17
Max drawdown
-29.29%
Best month
14.27%
Worst month
-11.35%
Beta vs VTSAX
1.05
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.