Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.09%
3 year
31.78%
5 year
14.33%
10 year
18.04%
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.)
14.98%
Sharpe
1.76
Sortino
3.56
Max drawdown
-29.05%
Best month
13.51%
Worst month
-12.18%
Beta vs VTSAX
0.52
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.