Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.20%
3 year
15.63%
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.)
13.37%
Sharpe
1.11
Sortino
2.16
Max drawdown
-20.77%
Best month
12.16%
Worst month
-9.38%
Beta vs VTSAX
0.94
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.