Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.44%
3 year
18.28%
5 year
8.27%
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.)
25.11%
Sharpe
0.53
Sortino
0.88
Max drawdown
-40.32%
Best month
18.40%
Worst month
-20.83%
Beta vs VTSAX
1.35
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.