Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.20%
3 year
25.08%
5 year
14.15%
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.)
11.72%
Sharpe
1.96
Sortino
4.18
Max drawdown
-8.08%
Best month
8.27%
Worst month
-6.05%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.