Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.91%
3 year
27.43%
5 year
13.34%
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.)
13.74%
Sharpe
1.84
Sortino
3.88
Max drawdown
-30.65%
Best month
13.18%
Worst month
-11.01%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.