Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.22%
3 year
21.02%
5 year
13.83%
10 year
14.27%
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.)
10.87%
Sharpe
1.88
Sortino
3.84
Max drawdown
-24.33%
Best month
12.26%
Worst month
-10.44%
Beta vs VTSAX
0.82
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.