Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.41%
3 year
24.44%
5 year
13.36%
10 year
13.38%
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.)
17.91%
Sharpe
1.24
Sortino
2.47
Max drawdown
-30.41%
Best month
17.31%
Worst month
-22.48%
Beta vs VTSAX
1.37
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.