Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.29%
3 year
21.43%
5 year
10.53%
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.)
13.26%
Sharpe
1.49
Sortino
3.22
Max drawdown
-30.03%
Best month
14.51%
Worst month
-12.04%
Beta vs VTSAX
1.00
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.