Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.51%
3 year
24.31%
5 year
12.17%
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.)
13.71%
Sharpe
1.55
Sortino
3.32
Max drawdown
-32.07%
Best month
13.27%
Worst month
-19.72%
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.