Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.10%
3 year
16.46%
5 year
10.67%
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.)
18.35%
Sharpe
0.82
Sortino
1.48
Max drawdown
-33.90%
Best month
17.96%
Worst month
-24.35%
Beta vs VTSAX
1.29
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.