Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.17%
3 year
33.64%
5 year
10.45%
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.)
20.67%
Sharpe
1.58
Sortino
3.05
Max drawdown
-41.67%
Best month
15.48%
Worst month
-14.55%
Beta vs VTSAX
1.38
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.