Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.79%
3 year
19.12%
5 year
15.64%
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
72 months through Jan. 31, 2026Volatility (ann.)
14.97%
Sharpe
1.15
Sortino
2.22
Max drawdown
-27.25%
Best month
16.00%
Worst month
-19.18%
Beta vs VTSAX
1.00
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.