Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.72%
3 year
9.34%
5 year
3.45%
10 year
5.20%
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.)
17.08%
Sharpe
0.44
Sortino
0.79
Max drawdown
-31.66%
Best month
14.30%
Worst month
-14.57%
Beta vs VTSAX
0.97
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.