Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.58%
3 year
16.87%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
40 months through Jan. 31, 2026Volatility (ann.)
9.39%
Sharpe
1.67
Sortino
3.45
Max drawdown
-6.69%
Best month
7.06%
Worst month
-5.41%
Beta vs VTSAX
0.76
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.