Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.89%
3 year
18.34%
5 year
15.01%
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.)
11.29%
Sharpe
1.53
Sortino
3.03
Max drawdown
-15.90%
Best month
14.01%
Worst month
-15.90%
Beta vs VTSAX
0.42
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.