Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.01%
3 year
20.57%
5 year
8.03%
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.)
11.86%
Sharpe
1.57
Sortino
3.20
Max drawdown
-32.64%
Best month
12.49%
Worst month
-13.69%
Beta vs VTSAX
0.93
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.