Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.93%
3 year
11.40%
5 year
5.14%
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.)
18.35%
Sharpe
0.51
Sortino
0.90
Max drawdown
-31.07%
Best month
18.31%
Worst month
-23.52%
Beta vs VTSAX
1.27
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.