Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.76%
3 year
24.04%
5 year
15.60%
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.)
11.97%
Sharpe
1.85
Sortino
4.04
Max drawdown
-22.62%
Best month
13.16%
Worst month
-11.07%
Beta vs VTSAX
0.96
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.