Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
23.74%
5 year
6.98%
10 year
12.92%
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.)
15.87%
Sharpe
1.28
Sortino
2.50
Max drawdown
-39.15%
Best month
16.34%
Worst month
-13.72%
Beta vs VTSAX
1.19
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.