Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.15%
3 year
14.79%
5 year
15.24%
10 year
11.90%
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.)
12.41%
Sharpe
1.11
Sortino
2.05
Max drawdown
-32.33%
Best month
17.27%
Worst month
-20.76%
Beta vs VTSAX
0.83
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.