Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.14%
3 year
22.85%
5 year
13.93%
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.)
12.56%
Sharpe
1.61
Sortino
3.36
Max drawdown
-24.65%
Best month
11.96%
Worst month
-13.85%
Beta vs VTSAX
1.01
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.