Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.86%
3 year
25.62%
5 year
7.72%
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.)
17.30%
Sharpe
1.25
Sortino
2.23
Max drawdown
-37.16%
Best month
15.75%
Worst month
-12.09%
Beta vs VTSAX
1.26
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.