Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.32%
3 year
33.49%
5 year
18.02%
10 year
25.63%
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.)
28.96%
Sharpe
1.20
Sortino
2.30
Max drawdown
-41.14%
Best month
21.95%
Worst month
-16.08%
Beta vs VTSAX
1.71
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.