Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.69%
3 year
18.26%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through Jan. 31, 2026Volatility (ann.)
17.61%
Sharpe
0.86
Sortino
1.65
Max drawdown
-22.11%
Best month
13.86%
Worst month
-11.47%
Beta vs VTSAX
1.29
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.