Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.69%
3 year
14.41%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through Jan. 31, 2026Volatility (ann.)
8.24%
Sharpe
1.54
Sortino
3.07
Max drawdown
-16.75%
Best month
6.80%
Worst month
-7.01%
Beta vs VTSAX
0.28
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.