Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.68%
3 year
24.54%
5 year
15.58%
10 year
14.26%
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.)
11.76%
Sharpe
1.91
Sortino
4.02
Max drawdown
-8.18%
Best month
8.26%
Worst month
-6.13%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.