Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.26%
3 year
21.26%
5 year
13.84%
10 year
13.26%
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.)
12.21%
Sharpe
1.53
Sortino
2.98
Max drawdown
-24.14%
Best month
13.18%
Worst month
-11.97%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.