Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.96%
3 year
37.72%
5 year
14.59%
10 year
19.63%
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.)
17.07%
Sharpe
1.89
Sortino
3.88
Max drawdown
-39.06%
Best month
17.05%
Worst month
-14.15%
Beta vs VTSAX
1.23
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.