Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.48%
3 year
33.23%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
59 months through Jan. 31, 2026Volatility (ann.)
17.20%
Sharpe
1.67
Sortino
3.48
Max drawdown
-42.57%
Best month
12.65%
Worst month
-16.52%
Beta vs VTSAX
1.25
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.