Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.97%
3 year
21.94%
5 year
13.69%
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.)
11.85%
Sharpe
1.68
Sortino
3.50
Max drawdown
-25.24%
Best month
13.40%
Worst month
-16.76%
Beta vs VTSAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.