Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.26%
3 year
32.90%
5 year
14.78%
10 year
18.87%
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.)
15.02%
Sharpe
2.00
Sortino
4.00
Max drawdown
-34.07%
Best month
15.37%
Worst month
-12.72%
Beta vs VTSAX
1.04
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.