Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.49%
3 year
27.36%
5 year
12.57%
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.)
16.29%
Sharpe
1.44
Sortino
2.87
Max drawdown
-29.67%
Best month
16.67%
Worst month
-10.53%
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.