Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.59%
3 year
11.36%
5 year
13.85%
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.)
11.71%
Sharpe
1.06
Sortino
1.85
Max drawdown
-28.34%
Best month
16.19%
Worst month
-16.40%
Beta vs VTSAX
0.57
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.