Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.34%
3 year
14.76%
5 year
11.51%
10 year
11.31%
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
77 months through Jan. 31, 2026Volatility (ann.)
12.93%
Sharpe
1.06
Sortino
2.09
Max drawdown
-10.32%
Best month
9.90%
Worst month
-8.61%
Beta vs VTSAX
0.87
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.