Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.12%
3 year
20.97%
5 year
10.43%
10 year
14.44%
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.)
15.45%
Sharpe
1.43
Sortino
2.90
Max drawdown
-30.33%
Best month
12.52%
Worst month
-12.68%
Beta vs VTSAX
1.09
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.