Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.52%
3 year
16.21%
5 year
12.76%
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.)
16.16%
Sharpe
0.97
Sortino
1.90
Max drawdown
-37.32%
Best month
16.14%
Worst month
-26.48%
Beta vs VTSAX
1.11
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.