Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.49%
3 year
16.96%
5 year
14.98%
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.)
13.05%
Sharpe
1.14
Sortino
2.07
Max drawdown
-31.76%
Best month
16.69%
Worst month
-20.28%
Beta vs VTSAX
0.84
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.