Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.59%
3 year
16.55%
5 year
9.50%
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
74 months through Jan. 31, 2026Volatility (ann.)
12.68%
Sharpe
1.28
Sortino
2.38
Max drawdown
-19.11%
Best month
10.73%
Worst month
-14.11%
Beta vs VTSAX
0.77
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.