Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.91%
3 year
17.89%
5 year
13.53%
10 year
14.44%
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.)
15.96%
Sharpe
1.10
Sortino
2.27
Max drawdown
-26.89%
Best month
15.42%
Worst month
-19.00%
Beta vs VTSAX
1.11
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.