Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.43%
3 year
24.29%
5 year
12.99%
10 year
10.86%
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.)
18.99%
Sharpe
1.28
Sortino
2.51
Max drawdown
-43.42%
Best month
21.39%
Worst month
-32.83%
Beta vs VTSAX
1.26
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.