Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.43%
3 year
20.66%
5 year
11.19%
10 year
11.85%
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.)
10.96%
Sharpe
1.73
Sortino
3.61
Max drawdown
-25.68%
Best month
12.35%
Worst month
-13.49%
Beta vs VTSAX
0.87
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.