Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.50%
3 year
27.97%
5 year
15.67%
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.)
15.65%
Sharpe
1.56
Sortino
3.23
Max drawdown
-11.41%
Best month
11.63%
Worst month
-8.04%
Beta vs VTSAX
1.12
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.