Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
37.50%
5 year
13.94%
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
67 months through Jan. 31, 2026Volatility (ann.)
17.44%
Sharpe
1.82
Sortino
3.74
Max drawdown
-39.83%
Best month
14.77%
Worst month
-14.69%
Beta vs VTSAX
1.25
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.