Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.75%
3 year
23.37%
5 year
10.33%
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.)
12.73%
Sharpe
1.64
Sortino
3.33
Max drawdown
-31.68%
Best month
11.63%
Worst month
-10.47%
Beta vs VTSAX
1.02
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.