Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.71%
3 year
24.04%
5 year
6.09%
10 year
9.71%
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.)
18.25%
Sharpe
0.85
Sortino
1.60
Max drawdown
-43.49%
Best month
21.61%
Worst month
-22.24%
Beta vs VTSAX
1.24
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.