Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.49%
3 year
13.83%
5 year
8.70%
10 year
8.53%
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.)
7.82%
Sharpe
1.70
Sortino
3.45
Max drawdown
-18.16%
Best month
7.91%
Worst month
-8.93%
Beta vs VTSAX
0.57
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.