Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.33%
3 year
15.63%
5 year
9.40%
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.)
15.09%
Sharpe
0.94
Sortino
1.77
Max drawdown
-26.95%
Best month
14.32%
Worst month
-19.40%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.