Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.15%
3 year
31.48%
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
29 months through Jan. 31, 2026Volatility (ann.)
20.46%
Sharpe
1.61
Sortino
3.76
Max drawdown
-15.45%
Best month
13.74%
Worst month
-8.33%
Beta vs VTSAX
1.27
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.