Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.20%
3 year
37.81%
5 year
14.86%
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
1.91
Sortino
4.03
Max drawdown
-37.37%
Best month
15.46%
Worst month
-13.82%
Beta vs VTSAX
1.17
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.