Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.55%
3 year
37.49%
5 year
11.42%
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
69 months through Jan. 31, 2026Volatility (ann.)
22.09%
Sharpe
1.29
Sortino
2.60
Max drawdown
-43.06%
Best month
17.48%
Worst month
-16.35%
Beta vs VTSAX
0.82
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.