Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.01%
3 year
17.95%
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.)
16.97%
Sharpe
0.97
Sortino
1.87
Max drawdown
-31.15%
Best month
16.54%
Worst month
-22.71%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.