Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.72%
3 year
13.10%
5 year
11.06%
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.)
17.19%
Sharpe
0.79
Sortino
1.46
Max drawdown
-30.69%
Best month
15.18%
Worst month
-23.32%
Beta vs VTSAX
0.56
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.