Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.42%
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
78 months through Jan. 31, 2026Volatility (ann.)
20.22%
Sharpe
1.69
Sortino
3.70
Max drawdown
-34.90%
Best month
18.71%
Worst month
-13.46%
Beta vs VTSAX
1.36
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.