Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.86%
3 year
15.76%
5 year
7.44%
10 year
8.58%
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.)
8.87%
Sharpe
1.60
Sortino
3.12
Max drawdown
-23.11%
Best month
8.80%
Worst month
-11.40%
Beta vs VTSAX
0.70
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.