Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.28%
3 year
16.32%
5 year
7.98%
10 year
10.42%
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.)
11.38%
Sharpe
1.29
Sortino
2.45
Max drawdown
-27.48%
Best month
12.17%
Worst month
-14.79%
Beta vs VTSAX
0.90
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.