Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.23%
3 year
13.93%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
53 months through Jan. 31, 2026Volatility (ann.)
16.65%
Sharpe
0.70
Sortino
1.21
Max drawdown
-30.40%
Best month
10.31%
Worst month
-11.44%
Beta vs VTSAX
1.24
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.