Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.65%
3 year
26.18%
5 year
14.59%
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.)
16.78%
Sharpe
1.30
Sortino
2.58
Max drawdown
-13.42%
Best month
11.16%
Worst month
-9.24%
Beta vs VTSAX
1.25
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.