Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.52%
3 year
14.32%
5 year
8.27%
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.)
17.63%
Sharpe
0.71
Sortino
1.27
Max drawdown
-31.68%
Best month
16.56%
Worst month
-23.16%
Beta vs VTSAX
1.26
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.