Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.82%
3 year
23.00%
5 year
14.97%
10 year
13.90%
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.)
12.28%
Sharpe
1.75
Sortino
3.56
Max drawdown
-23.07%
Best month
13.34%
Worst month
-14.39%
Beta vs VTSAX
1.00
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.