Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.23%
3 year
38.27%
5 year
15.28%
10 year
20.40%
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.)
17.20%
Sharpe
1.91
Sortino
3.94
Max drawdown
-38.19%
Best month
17.29%
Worst month
-13.36%
Beta vs VTSAX
1.23
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.