Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.74%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
26 months through Jan. 31, 2026Volatility (ann.)
13.02%
Sharpe
1.85
Sortino
3.55
Max drawdown
-10.98%
Best month
8.21%
Worst month
-8.02%
Beta vs VTSAX
1.10
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.