Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.30%
3 year
18.12%
5 year
9.66%
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.)
13.51%
Sharpe
1.16
Sortino
2.16
Max drawdown
-28.11%
Best month
14.17%
Worst month
-16.00%
Beta vs VTSAX
1.08
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.