Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
12.89%
5 year
11.83%
10 year
11.89%
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.)
12.19%
Sharpe
1.14
Sortino
2.02
Max drawdown
-23.79%
Best month
13.61%
Worst month
-12.10%
Beta vs VTSAX
0.74
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.