Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.37%
3 year
33.04%
5 year
14.88%
10 year
18.98%
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.)
15.04%
Sharpe
2.01
Sortino
4.03
Max drawdown
-34.09%
Best month
15.38%
Worst month
-12.74%
Beta vs VTSAX
1.05
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.