Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.62%
3 year
18.94%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
12.69%
Sharpe
1.36
Sortino
2.67
Max drawdown
-25.18%
Best month
9.94%
Worst month
-8.66%
Beta vs VTSAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.