Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.99%
3 year
23.94%
5 year
11.71%
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.)
13.89%
Sharpe
1.49
Sortino
2.89
Max drawdown
-32.26%
Best month
13.30%
Worst month
-10.73%
Beta vs VTSAX
1.02
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.