Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.20%
3 year
14.63%
5 year
12.58%
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.)
10.30%
Sharpe
1.35
Sortino
2.61
Max drawdown
-22.39%
Best month
13.32%
Worst month
-13.31%
Beta vs VTSAX
0.74
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.