Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.31%
3 year
20.88%
5 year
8.29%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Jan. 31, 2026Volatility (ann.)
11.89%
Sharpe
1.60
Sortino
3.27
Max drawdown
-32.47%
Best month
12.57%
Worst month
-9.79%
Beta vs VTSAX
0.93
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.