Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.97%
3 year
12.38%
5 year
5.92%
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.)
14.51%
Sharpe
0.76
Sortino
1.29
Max drawdown
-26.90%
Best month
14.34%
Worst month
-15.98%
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.