Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.83%
3 year
56.18%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
52 months through Jan. 31, 2026Volatility (ann.)
34.59%
Sharpe
1.26
Sortino
2.51
Max drawdown
-69.36%
Best month
30.65%
Worst month
-27.85%
Beta vs VTSAX
2.28
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.