Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.11%
3 year
18.09%
5 year
8.05%
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.)
20.59%
Sharpe
0.88
Sortino
1.75
Max drawdown
-30.92%
Best month
19.49%
Worst month
-13.09%
Beta vs VTSAX
0.81
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.