Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.99%
3 year
25.30%
5 year
15.10%
10 year
15.33%
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.)
11.99%
Sharpe
1.87
Sortino
3.91
Max drawdown
-18.84%
Best month
12.03%
Worst month
-12.07%
Beta vs VTSAX
0.50
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.