Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.71%
3 year
21.08%
5 year
11.25%
10 year
11.90%
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.)
11.13%
Sharpe
1.73
Sortino
3.58
Max drawdown
-26.24%
Best month
12.46%
Worst month
-13.44%
Beta vs VTSAX
0.89
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.