Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.74%
3 year
23.46%
5 year
18.54%
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
67 months through Jan. 31, 2026Volatility (ann.)
12.23%
Sharpe
1.79
Sortino
3.94
Max drawdown
-13.76%
Best month
15.21%
Worst month
-9.58%
Beta vs VTSAX
0.98
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.