Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.54%
3 year
32.66%
5 year
14.81%
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.)
14.81%
Sharpe
1.94
Sortino
4.46
Max drawdown
-32.70%
Best month
12.53%
Worst month
-13.39%
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.