Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.92%
3 year
21.53%
5 year
10.68%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
12.79%
Sharpe
1.55
Sortino
3.14
Max drawdown
-29.26%
Best month
10.46%
Worst month
-10.61%
Beta vs VTSAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.