Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.75%
3 year
23.70%
5 year
14.67%
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.)
18.78%
Sharpe
1.28
Sortino
2.82
Max drawdown
-29.10%
Best month
14.38%
Worst month
-21.29%
Beta vs VTSAX
1.34
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.