Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.90%
3 year
12.34%
5 year
5.90%
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
76 months through Jan. 31, 2026Volatility (ann.)
14.56%
Sharpe
0.76
Sortino
1.29
Max drawdown
-26.91%
Best month
14.37%
Worst month
-15.89%
Beta vs VTSAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.