Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.05%
3 year
23.88%
5 year
13.01%
10 year
18.30%
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.)
17.28%
Sharpe
1.23
Sortino
2.39
Max drawdown
-29.78%
Best month
15.94%
Worst month
-12.66%
Beta vs VTSAX
1.26
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.