Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.45%
3 year
16.74%
5 year
9.87%
10 year
9.24%
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.)
10.60%
Sharpe
1.45
Sortino
2.77
Max drawdown
-22.45%
Best month
10.89%
Worst month
-14.80%
Beta vs VTSAX
0.85
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.