Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.98%
3 year
25.16%
5 year
6.08%
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.)
21.00%
Sharpe
1.12
Sortino
2.14
Max drawdown
-47.16%
Best month
17.77%
Worst month
-18.16%
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.