Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.05%
3 year
54.18%
5 year
30.40%
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.)
28.15%
Sharpe
1.80
Sortino
4.03
Max drawdown
-40.55%
Best month
20.48%
Worst month
-18.71%
Beta vs VTSAX
1.56
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.