Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.73%
3 year
20.85%
5 year
16.16%
10 year
13.96%
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.)
11.03%
Sharpe
1.75
Sortino
3.81
Max drawdown
-23.32%
Best month
15.33%
Worst month
-13.58%
Beta vs VTSAX
0.85
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.