Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.36%
3 year
30.47%
5 year
12.53%
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.)
14.51%
Sharpe
1.77
Sortino
3.66
Max drawdown
-34.16%
Best month
15.56%
Worst month
-13.98%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.