Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.05%
3 year
16.07%
5 year
11.73%
10 year
11.21%
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.)
18.01%
Sharpe
0.78
Sortino
1.46
Max drawdown
-30.47%
Best month
13.16%
Worst month
-20.49%
Beta vs VTSAX
1.28
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.