Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.84%
3 year
13.83%
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
55 months through Jan. 31, 2026Volatility (ann.)
9.84%
Sharpe
1.38
Sortino
2.55
Max drawdown
-27.54%
Best month
9.08%
Worst month
-7.91%
Beta vs VTSAX
0.55
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.