Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.18%
3 year
17.96%
5 year
9.47%
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.)
13.50%
Sharpe
1.15
Sortino
2.12
Max drawdown
-28.28%
Best month
14.07%
Worst month
-16.02%
Beta vs VTSAX
1.08
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.