Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.40%
3 year
28.78%
5 year
14.89%
10 year
15.70%
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.)
15.07%
Sharpe
1.65
Sortino
3.29
Max drawdown
-29.18%
Best month
14.56%
Worst month
-10.60%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.