Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.10%
3 year
17.31%
5 year
10.93%
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
63 months through Jan. 31, 2026Volatility (ann.)
14.13%
Sharpe
1.11
Sortino
2.17
Max drawdown
-25.51%
Best month
10.29%
Worst month
-9.84%
Beta vs VTSAX
1.09
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.