Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.77%
3 year
22.62%
5 year
8.51%
10 year
11.88%
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.)
15.88%
Sharpe
1.11
Sortino
2.30
Max drawdown
-32.23%
Best month
15.55%
Worst month
-14.75%
Beta vs VTSAX
1.20
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.