Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.08%
3 year
14.18%
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
57 months through Jan. 31, 2026Volatility (ann.)
16.86%
Sharpe
0.84
Sortino
1.60
Max drawdown
-18.21%
Best month
15.19%
Worst month
-9.72%
Beta vs VTSAX
0.89
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.