Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.30%
3 year
21.76%
5 year
12.91%
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.)
11.56%
Sharpe
1.70
Sortino
3.48
Max drawdown
-25.89%
Best month
13.29%
Worst month
-13.61%
Beta vs VTSAX
0.93
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.