Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.31%
3 year
27.20%
5 year
12.42%
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.)
16.29%
Sharpe
1.43
Sortino
2.85
Max drawdown
-29.78%
Best month
16.58%
Worst month
-10.46%
Beta vs VTSAX
1.28
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.