Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.32%
3 year
31.85%
5 year
14.34%
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.)
15.17%
Sharpe
1.90
Sortino
3.87
Max drawdown
-34.34%
Best month
15.40%
Worst month
-12.64%
Beta vs VTSAX
1.06
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.