Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.59%
3 year
15.49%
5 year
7.18%
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.)
8.89%
Sharpe
1.57
Sortino
3.01
Max drawdown
-23.28%
Best month
8.81%
Worst month
-11.39%
Beta vs VTSAX
0.70
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.