Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.71%
3 year
37.28%
5 year
12.42%
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.)
21.57%
Sharpe
1.51
Sortino
3.12
Max drawdown
-43.48%
Best month
16.52%
Worst month
-14.05%
Beta vs VTSAX
1.36
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.