Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.56%
3 year
25.78%
5 year
18.17%
10 year
15.26%
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.)
11.60%
Sharpe
2.06
Sortino
4.82
Max drawdown
-24.95%
Best month
16.13%
Worst month
-15.08%
Beta vs VTSAX
0.90
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.