Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.05%
3 year
30.49%
5 year
11.95%
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.)
15.52%
Sharpe
1.67
Sortino
3.30
Max drawdown
-35.13%
Best month
14.16%
Worst month
-12.87%
Beta vs VTSAX
1.11
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.