Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.35%
3 year
13.68%
5 year
11.97%
10 year
11.54%
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.)
9.88%
Sharpe
1.38
Sortino
2.54
Max drawdown
-18.17%
Best month
9.57%
Worst month
-10.37%
Beta vs VTSAX
0.71
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.