Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.73%
3 year
18.71%
5 year
11.68%
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.)
12.74%
Sharpe
1.31
Sortino
2.51
Max drawdown
-25.13%
Best month
13.47%
Worst month
-13.54%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.