Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
22.88%
5 year
10.34%
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.)
14.18%
Sharpe
1.54
Sortino
3.06
Max drawdown
-31.25%
Best month
12.00%
Worst month
-11.62%
Beta vs VTSAX
1.10
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.