Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.85%
3 year
17.46%
5 year
13.65%
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.)
9.89%
Sharpe
1.73
Sortino
3.60
Max drawdown
-21.58%
Best month
11.63%
Worst month
-12.96%
Beta vs VTSAX
0.77
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.