Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.24%
3 year
21.42%
5 year
15.85%
10 year
13.20%
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.)
16.60%
Sharpe
1.10
Sortino
2.05
Max drawdown
-28.96%
Best month
14.54%
Worst month
-20.55%
Beta vs VTSAX
0.99
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.