Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
51.17%
3 year
22.41%
5 year
5.40%
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.)
20.58%
Sharpe
0.99
Sortino
2.29
Max drawdown
-37.77%
Best month
19.35%
Worst month
-10.07%
Beta vs VTSAX
0.83
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.