Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.05%
3 year
14.52%
5 year
12.46%
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.)
10.31%
Sharpe
1.33
Sortino
2.59
Max drawdown
-22.43%
Best month
13.31%
Worst month
-13.34%
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.