Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.68%
3 year
31.40%
5 year
10.21%
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.)
16.35%
Sharpe
1.59
Sortino
3.26
Max drawdown
-40.02%
Best month
15.03%
Worst month
-14.28%
Beta vs VTSAX
1.13
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.