Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.71%
3 year
12.16%
5 year
5.71%
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.)
14.55%
Sharpe
0.74
Sortino
1.26
Max drawdown
-27.06%
Best month
14.36%
Worst month
-15.92%
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.