Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.43%
3 year
20.95%
5 year
8.37%
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.)
11.87%
Sharpe
1.60
Sortino
3.29
Max drawdown
-32.45%
Best month
12.59%
Worst month
-13.66%
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.