Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.38%
3 year
19.39%
5 year
12.84%
10 year
13.67%
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
63 months through Jan. 31, 2026Volatility (ann.)
10.87%
Sharpe
1.67
Sortino
3.43
Max drawdown
-20.56%
Best month
8.39%
Worst month
-8.07%
Beta vs VTSAX
0.85
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.