Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
33.94%
5 year
3.39%
10 year
12.91%
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.)
17.64%
Sharpe
1.37
Sortino
2.91
Max drawdown
-56.25%
Best month
19.32%
Worst month
-17.02%
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.