Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.94%
3 year
29.10%
5 year
15.74%
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.)
16.96%
Sharpe
1.47
Sortino
3.02
Max drawdown
-13.58%
Best month
11.65%
Worst month
-9.40%
Beta vs VTSAX
1.25
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.