Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.89%
3 year
12.56%
5 year
11.49%
10 year
11.93%
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.)
14.77%
Sharpe
0.76
Sortino
1.32
Max drawdown
-28.53%
Best month
13.29%
Worst month
-21.58%
Beta vs VTSAX
1.05
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.