Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.23%
3 year
20.74%
5 year
18.96%
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.)
17.01%
Sharpe
1.23
Sortino
2.48
Max drawdown
-38.72%
Best month
18.85%
Worst month
-28.25%
Beta vs VTSAX
1.11
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.