Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.30%
3 year
32.21%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
17.31%
Sharpe
1.54
Sortino
2.99
Max drawdown
-43.16%
Best month
12.80%
Worst month
-16.28%
Beta vs VTSAX
1.22
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.