Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.23%
3 year
14.66%
5 year
7.02%
10 year
8.93%
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.)
17.69%
Sharpe
0.70
Sortino
1.27
Max drawdown
-33.33%
Best month
15.89%
Worst month
-26.65%
Beta vs VTSAX
1.20
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.