Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.55%
3 year
14.35%
5 year
12.75%
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.)
16.36%
Sharpe
0.79
Sortino
1.51
Max drawdown
-39.81%
Best month
16.25%
Worst month
-27.97%
Beta vs VTSAX
1.05
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.