Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.42%
3 year
22.57%
5 year
15.67%
10 year
13.28%
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.)
13.36%
Sharpe
1.57
Sortino
3.13
Max drawdown
-11.13%
Best month
8.53%
Worst month
-7.16%
Beta vs VTSAX
1.06
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.