Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
21.82%
5 year
13.86%
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.)
12.27%
Sharpe
1.65
Sortino
3.29
Max drawdown
-23.24%
Best month
13.17%
Worst month
-14.41%
Beta vs VTSAX
0.99
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.