Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.17%
3 year
23.99%
5 year
13.30%
10 year
14.72%
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.)
13.02%
Sharpe
1.77
Sortino
3.70
Max drawdown
-25.56%
Best month
13.47%
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.