Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.95%
3 year
23.15%
5 year
15.12%
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.)
12.32%
Sharpe
1.76
Sortino
3.57
Max drawdown
-23.04%
Best month
13.32%
Worst month
-14.37%
Beta vs VTSAX
1.00
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.