Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.94%
3 year
28.80%
5 year
13.66%
10 year
15.52%
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.)
15.63%
Sharpe
1.82
Sortino
3.92
Max drawdown
-29.43%
Best month
12.20%
Worst month
-11.71%
Beta vs VTSAX
1.14
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.