Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.01%
3 year
28.32%
5 year
12.10%
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.)
15.28%
Sharpe
1.58
Sortino
3.26
Max drawdown
-32.35%
Best month
15.99%
Worst month
-13.04%
Beta vs VTSAX
1.11
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.