Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.37%
3 year
26.19%
5 year
14.71%
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.)
13.97%
Sharpe
1.84
Sortino
4.04
Max drawdown
-22.74%
Best month
13.89%
Worst month
-11.58%
Beta vs VTSAX
1.10
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.