Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.15%
3 year
17.23%
5 year
8.34%
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.)
9.84%
Sharpe
1.59
Sortino
3.08
Max drawdown
-25.24%
Best month
10.16%
Worst month
-13.21%
Beta vs VTSAX
0.79
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.