Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.93%
3 year
11.86%
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.)
6.90%
Sharpe
1.50
Sortino
2.94
Max drawdown
-15.52%
Best month
5.90%
Worst month
-5.94%
Beta vs VTSAX
0.23
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.