Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
49.82%
3 year
—
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
33 months through Jan. 31, 2026Volatility (ann.)
24.91%
Sharpe
1.61
Sortino
3.31
Max drawdown
-16.14%
Best month
16.87%
Worst month
-10.44%
Beta vs VTSAX
1.50
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.