Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.99%
3 year
26.76%
5 year
12.51%
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.)
14.30%
Sharpe
1.60
Sortino
3.23
Max drawdown
-29.11%
Best month
14.29%
Worst month
-11.33%
Beta vs VTSAX
1.05
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.