Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
3 year
21.68%
5 year
12.72%
10 year
13.64%
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.)
11.59%
Sharpe
1.70
Sortino
3.36
Max drawdown
-27.74%
Best month
12.36%
Worst month
-11.43%
Beta vs VTSAX
0.91
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.