Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.42%
3 year
18.97%
5 year
16.04%
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
74 months through Jan. 31, 2026Volatility (ann.)
12.10%
Sharpe
1.52
Sortino
3.07
Max drawdown
-24.48%
Best month
12.86%
Worst month
-14.98%
Beta vs VTSAX
0.91
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.