Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.85%
3 year
22.79%
5 year
7.62%
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.)
14.58%
Sharpe
1.22
Sortino
2.41
Max drawdown
-41.61%
Best month
17.14%
Worst month
-15.83%
Beta vs VTSAX
0.85
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.