Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.59%
3 year
14.75%
5 year
12.14%
10 year
11.03%
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.)
19.60%
Sharpe
0.65
Sortino
1.22
Max drawdown
-36.05%
Best month
19.22%
Worst month
-23.58%
Beta vs VTSAX
1.24
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.