Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.90%
3 year
16.66%
5 year
10.19%
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
79 months through Jan. 31, 2026Volatility (ann.)
9.96%
Sharpe
1.59
Sortino
3.20
Max drawdown
-24.23%
Best month
10.51%
Worst month
-12.70%
Beta vs VTSAX
0.74
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.