Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.84%
3 year
24.74%
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.)
14.01%
Sharpe
1.55
Sortino
3.19
Max drawdown
-28.02%
Best month
11.08%
Worst month
-9.67%
Beta vs VTSAX
1.08
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.