Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.01%
3 year
28.28%
5 year
13.92%
10 year
16.76%
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
42 months through Jan. 31, 2026Volatility (ann.)
17.36%
Sharpe
1.44
Sortino
2.85
Max drawdown
-15.00%
Best month
11.41%
Worst month
-10.03%
Beta vs VTSAX
1.37
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.