Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.61%
3 year
25.19%
5 year
10.99%
10 year
15.59%
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.)
14.09%
Sharpe
1.91
Sortino
4.13
Max drawdown
-30.43%
Best month
12.92%
Worst month
-12.02%
Beta vs VTSAX
0.86
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.