Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.75%
3 year
40.53%
5 year
17.30%
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.)
28.34%
Sharpe
1.33
Sortino
2.72
Max drawdown
-45.96%
Best month
19.39%
Worst month
-19.59%
Beta vs VTSAX
1.55
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.