Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.87%
3 year
24.68%
5 year
12.47%
10 year
12.09%
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.)
13.72%
Sharpe
1.57
Sortino
3.39
Max drawdown
-31.87%
Best month
13.26%
Worst month
-19.71%
Beta vs VTSAX
0.96
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.