Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.18%
3 year
15.28%
5 year
12.73%
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.)
11.77%
Sharpe
1.23
Sortino
2.34
Max drawdown
-29.13%
Best month
13.58%
Worst month
-18.56%
Beta vs VTSAX
0.79
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.