Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.31%
3 year
14.11%
5 year
12.86%
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
78 months through Jan. 31, 2026Volatility (ann.)
8.04%
Sharpe
1.88
Sortino
4.12
Max drawdown
-15.24%
Best month
6.28%
Worst month
-8.18%
Beta vs VTSAX
0.51
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.