Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.65%
3 year
14.48%
5 year
12.87%
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.)
16.34%
Sharpe
0.80
Sortino
1.53
Max drawdown
-39.79%
Best month
16.31%
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.