Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.86%
3 year
31.04%
5 year
12.06%
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
73 months through Jan. 31, 2026Volatility (ann.)
16.95%
Sharpe
1.49
Sortino
3.17
Max drawdown
-39.38%
Best month
14.71%
Worst month
-13.65%
Beta vs VTSAX
1.16
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.