Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.34%
3 year
31.32%
5 year
13.65%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
70 months through Jan. 31, 2026Volatility (ann.)
14.79%
Sharpe
1.86
Sortino
4.18
Max drawdown
-33.37%
Best month
12.45%
Worst month
-13.45%
Beta vs VTSAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.