Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.09%
3 year
15.18%
5 year
8.53%
10 year
8.48%
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.)
9.82%
Sharpe
1.41
Sortino
2.66
Max drawdown
-20.34%
Best month
9.16%
Worst month
-12.88%
Beta vs VTSAX
0.79
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.