Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.11%
3 year
29.90%
5 year
13.86%
10 year
15.70%
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.)
15.08%
Sharpe
1.73
Sortino
3.42
Max drawdown
-33.63%
Best month
14.04%
Worst month
-11.85%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.