Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.64%
3 year
18.68%
5 year
13.69%
10 year
14.02%
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.)
11.30%
Sharpe
1.53
Sortino
3.02
Max drawdown
-22.01%
Best month
14.00%
Worst month
-13.18%
Beta vs VTSAX
0.86
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.