Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.46%
3 year
15.53%
5 year
12.26%
10 year
10.81%
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.)
11.49%
Sharpe
1.35
Sortino
2.72
Max drawdown
-7.30%
Best month
6.84%
Worst month
-5.75%
Beta vs VTSAX
0.76
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.