Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.49%
3 year
22.54%
5 year
15.78%
10 year
12.67%
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.)
12.31%
Sharpe
1.85
Sortino
4.03
Max drawdown
-29.15%
Best month
13.94%
Worst month
-18.10%
Beta vs VTSAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.