Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.83%
3 year
29.57%
5 year
13.57%
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.)
15.08%
Sharpe
1.71
Sortino
3.36
Max drawdown
-33.74%
Best month
14.00%
Worst month
-11.88%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.