Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.19%
3 year
25.66%
5 year
6.03%
10 year
13.83%
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.)
16.76%
Sharpe
1.27
Sortino
2.51
Max drawdown
-13.50%
Best month
11.10%
Worst month
-9.29%
Beta vs VTSAX
1.24
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.