Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.62%
3 year
13.21%
5 year
18.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
12.51%
Sharpe
1.24
Sortino
2.16
Max drawdown
-42.30%
Best month
16.22%
Worst month
-26.86%
Beta vs VTSAX
0.37
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.