Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.68%
3 year
19.71%
5 year
11.40%
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
64 months through Jan. 31, 2026Volatility (ann.)
10.88%
Sharpe
1.55
Sortino
3.11
Max drawdown
-21.35%
Best month
13.71%
Worst month
-8.70%
Beta vs VTSAX
0.37
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.