Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.05%
3 year
21.73%
5 year
12.83%
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.)
12.12%
Sharpe
1.61
Sortino
3.25
Max drawdown
-23.28%
Best month
12.74%
Worst month
-14.90%
Beta vs VTSAX
0.96
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.