Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.62%
3 year
17.52%
5 year
4.85%
10 year
11.83%
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.)
10.67%
Sharpe
1.45
Sortino
2.88
Max drawdown
-36.95%
Best month
15.04%
Worst month
-13.90%
Beta vs VTSAX
0.84
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.