Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.90%
3 year
26.16%
5 year
11.34%
10 year
15.68%
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.)
14.74%
Sharpe
1.53
Sortino
2.94
Max drawdown
-33.30%
Best month
15.19%
Worst month
-11.22%
Beta vs VTSAX
1.08
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.