Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.64%
3 year
16.84%
5 year
8.68%
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.)
12.26%
Sharpe
1.21
Sortino
2.26
Max drawdown
-25.42%
Best month
12.74%
Worst month
-14.92%
Beta vs VTSAX
1.00
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.