Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.57%
3 year
26.61%
5 year
10.34%
10 year
19.26%
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.)
25.89%
Sharpe
1.08
Sortino
2.12
Max drawdown
-38.58%
Best month
18.70%
Worst month
-15.98%
Beta vs VTSAX
1.69
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.