Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.91%
3 year
13.90%
5 year
11.31%
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.)
12.51%
Sharpe
1.09
Sortino
1.97
Max drawdown
-26.72%
Best month
13.46%
Worst month
-17.12%
Beta vs VTSAX
0.87
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.