Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.83%
3 year
25.27%
5 year
4.66%
10 year
16.42%
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.)
21.01%
Sharpe
1.24
Sortino
2.38
Max drawdown
-43.79%
Best month
14.99%
Worst month
-13.37%
Beta vs VTSAX
1.37
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.