Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.58%
3 year
19.41%
5 year
9.33%
10 year
5.83%
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.)
17.70%
Sharpe
0.78
Sortino
1.32
Max drawdown
-45.98%
Best month
23.09%
Worst month
-33.22%
Beta vs VTSAX
1.25
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.