Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.76%
3 year
23.43%
5 year
14.60%
10 year
15.48%
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.)
11.79%
Sharpe
1.83
Sortino
4.01
Max drawdown
-24.33%
Best month
11.99%
Worst month
-9.20%
Beta vs VTSAX
0.88
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.