Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.45%
3 year
32.79%
5 year
9.79%
10 year
18.67%
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
78 months through Jan. 31, 2026Volatility (ann.)
17.66%
Sharpe
1.58
Sortino
2.99
Max drawdown
-41.64%
Best month
16.72%
Worst month
-15.44%
Beta vs VTSAX
1.23
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.