Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.69%
3 year
13.18%
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
41 months through Jan. 31, 2026Volatility (ann.)
21.32%
Sharpe
0.55
Sortino
0.92
Max drawdown
-22.84%
Best month
11.86%
Worst month
-11.14%
Beta vs VTSAX
1.39
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.