Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.88%
3 year
19.21%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
12.71%
Sharpe
1.38
Sortino
2.73
Max drawdown
-25.05%
Best month
9.94%
Worst month
-8.69%
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.