Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.11%
3 year
25.03%
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.)
14.02%
Sharpe
1.57
Sortino
3.25
Max drawdown
-27.89%
Best month
11.13%
Worst month
-9.62%
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.