Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.73%
3 year
29.12%
5 year
15.19%
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.)
15.07%
Sharpe
1.67
Sortino
3.35
Max drawdown
-28.95%
Best month
14.63%
Worst month
-10.47%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.