Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.12%
3 year
22.49%
5 year
13.30%
10 year
14.23%
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.)
12.04%
Sharpe
1.70
Sortino
3.50
Max drawdown
-24.91%
Best month
13.16%
Worst month
-13.38%
Beta vs VTSAX
0.99
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.