Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.60%
3 year
24.73%
5 year
5.72%
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.)
20.97%
Sharpe
1.10
Sortino
2.09
Max drawdown
-47.52%
Best month
17.69%
Worst month
-18.18%
Beta vs VTSAX
1.49
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.