Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.04%
3 year
22.47%
5 year
14.80%
10 year
13.72%
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.)
17.26%
Sharpe
1.03
Sortino
1.96
Max drawdown
-31.98%
Best month
17.73%
Worst month
-21.91%
Beta vs VTSAX
1.06
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.