Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.56%
3 year
16.56%
5 year
13.65%
10 year
10.62%
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.)
11.16%
Sharpe
1.37
Sortino
2.70
Max drawdown
-31.99%
Best month
14.40%
Worst month
-20.85%
Beta vs VTSAX
0.73
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.