Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.34%
3 year
16.24%
5 year
8.05%
10 year
11.84%
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
1.06
Sortino
1.90
Max drawdown
-31.64%
Best month
16.53%
Worst month
-15.55%
Beta vs VTSAX
1.11
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.