Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.36%
3 year
26.93%
5 year
11.89%
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.)
15.94%
Sharpe
1.42
Sortino
2.89
Max drawdown
-37.07%
Best month
13.79%
Worst month
-12.47%
Beta vs VTSAX
1.13
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.