Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.12%
3 year
13.17%
5 year
7.05%
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.)
8.43%
Sharpe
1.48
Sortino
2.84
Max drawdown
-20.92%
Best month
8.21%
Worst month
-8.60%
Beta vs VTSAX
0.64
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.