Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.14%
3 year
18.94%
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
43 months through Jan. 31, 2026Volatility (ann.)
22.48%
Sharpe
0.68
Sortino
1.17
Max drawdown
-22.08%
Best month
13.74%
Worst month
-10.32%
Beta vs VTSAX
1.52
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.