Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.64%
3 year
36.37%
5 year
17.24%
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.)
17.83%
Sharpe
1.74
Sortino
3.61
Max drawdown
-35.06%
Best month
15.45%
Worst month
-13.50%
Beta vs VTSAX
1.11
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.