Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.41%
3 year
13.71%
5 year
12.61%
10 year
11.20%
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.)
17.48%
Sharpe
0.68
Sortino
1.22
Max drawdown
-37.31%
Best month
18.08%
Worst month
-27.02%
Beta vs VTSAX
1.13
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.