Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.50%
3 year
15.22%
5 year
7.78%
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.)
17.73%
Sharpe
0.73
Sortino
1.34
Max drawdown
-33.23%
Best month
16.08%
Worst month
-26.64%
Beta vs VTSAX
1.21
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.