Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.38%
3 year
25.27%
5 year
12.14%
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.)
12.26%
Sharpe
1.94
Sortino
4.41
Max drawdown
-31.77%
Best month
12.17%
Worst month
-12.90%
Beta vs VTSAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.