Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.41%
3 year
27.26%
5 year
12.47%
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.)
16.28%
Sharpe
1.44
Sortino
2.86
Max drawdown
-29.77%
Best month
16.58%
Worst month
-10.46%
Beta vs VTSAX
1.28
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.