Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.44%
3 year
14.78%
5 year
12.42%
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
24 months through Dec. 31, 2025Volatility (ann.)
11.05%
Sharpe
1.38
Sortino
2.41
Max drawdown
-9.02%
Best month
6.99%
Worst month
-5.58%
Beta vs VTSAX
0.84
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.