Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.80%
3 year
23.82%
5 year
10.54%
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.)
14.64%
Sharpe
1.37
Sortino
2.71
Max drawdown
-30.03%
Best month
13.95%
Worst month
-11.25%
Beta vs VTSAX
1.08
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.