Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
22.85%
5 year
9.27%
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.)
17.48%
Sharpe
1.07
Sortino
2.00
Max drawdown
-34.10%
Best month
18.60%
Worst month
-13.96%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.