Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.30%
3 year
16.63%
5 year
10.83%
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.)
18.30%
Sharpe
0.83
Sortino
1.50
Max drawdown
-33.92%
Best month
17.98%
Worst month
-24.41%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.