Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.69%
3 year
17.98%
5 year
12.99%
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.)
10.90%
Sharpe
1.52
Sortino
3.05
Max drawdown
-24.67%
Best month
13.32%
Worst month
-16.31%
Beta vs VTSAX
0.84
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.