Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.75%
3 year
21.08%
5 year
10.86%
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.)
12.47%
Sharpe
1.33
Sortino
2.56
Max drawdown
-27.22%
Best month
14.76%
Worst month
-9.73%
Beta vs VTSAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.