Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.07%
3 year
18.00%
5 year
16.79%
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.)
12.14%
Sharpe
1.43
Sortino
2.87
Max drawdown
-26.70%
Best month
12.48%
Worst month
-19.26%
Beta vs VTSAX
0.32
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.