Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.66%
3 year
14.86%
5 year
12.02%
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.)
11.62%
Sharpe
1.25
Sortino
2.47
Max drawdown
-23.98%
Best month
12.49%
Worst month
-15.34%
Beta vs VTSAX
0.84
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.