Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.87%
3 year
30.78%
5 year
8.47%
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.)
17.51%
Sharpe
1.47
Sortino
2.84
Max drawdown
-42.37%
Best month
17.44%
Worst month
-16.27%
Beta vs VTSAX
1.25
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.