Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.51%
3 year
39.27%
5 year
16.08%
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.)
17.54%
Sharpe
1.98
Sortino
4.25
Max drawdown
-36.84%
Best month
15.55%
Worst month
-13.75%
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.