Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.44%
3 year
20.34%
5 year
13.00%
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.)
12.20%
Sharpe
1.46
Sortino
2.79
Max drawdown
-24.56%
Best month
13.18%
Worst month
-12.15%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.