Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.53%
3 year
14.73%
5 year
14.00%
10 year
11.15%
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.)
13.13%
Sharpe
1.16
Sortino
2.17
Max drawdown
-26.18%
Best month
12.71%
Worst month
-15.07%
Beta vs VTSAX
0.83
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.