Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.24%
3 year
54.39%
5 year
30.56%
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.)
28.16%
Sharpe
1.81
Sortino
4.05
Max drawdown
-40.50%
Best month
20.51%
Worst month
-18.70%
Beta vs VTSAX
1.56
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.