Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.23%
3 year
21.15%
5 year
12.07%
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.)
24.10%
Sharpe
0.86
Sortino
1.75
Max drawdown
-31.08%
Best month
18.70%
Worst month
-26.17%
Beta vs VTSAX
1.36
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.