Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.75%
3 year
23.27%
5 year
14.04%
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.)
11.82%
Sharpe
1.80
Sortino
3.79
Max drawdown
-24.52%
Best month
12.97%
Worst month
-12.10%
Beta vs VTSAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.