Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.19%
3 year
27.87%
5 year
12.72%
10 year
16.11%
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.)
15.95%
Sharpe
1.48
Sortino
3.04
Max drawdown
-36.72%
Best month
13.88%
Worst month
-12.39%
Beta vs VTSAX
1.13
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.