Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.62%
3 year
15.48%
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.)
16.88%
Sharpe
0.82
Sortino
1.50
Max drawdown
-24.43%
Best month
10.81%
Worst month
-10.68%
Beta vs VTSAX
1.18
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.