Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.68%
3 year
25.11%
5 year
12.50%
10 year
13.67%
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.)
13.92%
Sharpe
1.66
Sortino
3.41
Max drawdown
-31.55%
Best month
14.00%
Worst month
-10.85%
Beta vs VTSAX
1.08
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.