Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.18%
3 year
19.78%
5 year
7.33%
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.)
11.86%
Sharpe
1.51
Sortino
3.02
Max drawdown
-33.02%
Best month
12.43%
Worst month
-13.74%
Beta vs VTSAX
0.93
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.