Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.84%
3 year
27.03%
5 year
2.87%
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
69 months through Jan. 31, 2026Volatility (ann.)
19.07%
Sharpe
1.18
Sortino
2.12
Max drawdown
-46.75%
Best month
15.14%
Worst month
-16.24%
Beta vs VTSAX
1.41
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.