Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.20%
3 year
18.95%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through Jan. 31, 2026Volatility (ann.)
11.14%
Sharpe
1.59
Sortino
3.20
Max drawdown
-9.60%
Best month
8.00%
Worst month
-6.96%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.