Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.46%
3 year
21.92%
5 year
20.15%
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.)
17.00%
Sharpe
1.30
Sortino
2.67
Max drawdown
-38.58%
Best month
18.92%
Worst month
-28.21%
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.