Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.25%
3 year
24.08%
5 year
13.38%
10 year
14.82%
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.)
13.01%
Sharpe
1.78
Sortino
3.72
Max drawdown
-25.51%
Best month
13.50%
Worst month
-12.98%
Beta vs VTSAX
1.03
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.