Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.73%
3 year
16.28%
5 year
11.70%
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.)
10.15%
Sharpe
1.62
Sortino
3.26
Max drawdown
-24.75%
Best month
12.51%
Worst month
-15.55%
Beta vs VTSAX
0.70
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.