Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.30%
3 year
37.63%
5 year
14.80%
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.)
16.91%
Sharpe
1.90
Sortino
3.89
Max drawdown
-38.57%
Best month
16.70%
Worst month
-14.04%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.