Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.87%
3 year
19.87%
5 year
11.35%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
68 months through Jan. 31, 2026Volatility (ann.)
10.30%
Sharpe
1.79
Sortino
3.72
Max drawdown
-22.55%
Best month
10.58%
Worst month
-7.96%
Beta vs VTSAX
0.83
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.