Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.84%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through Jan. 31, 2026Volatility (ann.)
13.20%
Sharpe
0.98
Sortino
1.83
Max drawdown
-9.22%
Best month
7.31%
Worst month
-6.07%
Beta vs VTSAX
0.86
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.