Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.49%
3 year
17.45%
5 year
9.75%
10 year
10.70%
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.)
9.47%
Sharpe
1.72
Sortino
3.62
Max drawdown
-22.82%
Best month
9.77%
Worst month
-9.75%
Beta vs VTSAX
0.74
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.