Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.82%
3 year
23.64%
5 year
11.54%
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.)
13.70%
Sharpe
1.50
Sortino
3.18
Max drawdown
-32.61%
Best month
13.19%
Worst month
-19.74%
Beta vs VTSAX
0.96
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.