Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.26%
3 year
16.51%
5 year
11.07%
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.)
7.32%
Sharpe
2.01
Sortino
4.18
Max drawdown
-19.40%
Best month
8.95%
Worst month
-11.29%
Beta vs VTSAX
0.58
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.