Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.94%
3 year
22.88%
5 year
13.80%
10 year
14.54%
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.)
12.89%
Sharpe
1.61
Sortino
3.32
Max drawdown
-27.28%
Best month
12.84%
Worst month
-12.24%
Beta vs VTSAX
1.03
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.