Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.53%
3 year
18.94%
5 year
15.59%
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
77 months through Jan. 31, 2026Volatility (ann.)
11.31%
Sharpe
1.58
Sortino
3.16
Max drawdown
-15.87%
Best month
14.06%
Worst month
-15.87%
Beta vs VTSAX
0.42
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.