Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.23%
3 year
13.63%
5 year
13.12%
10 year
11.60%
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.)
14.28%
Sharpe
0.94
Sortino
1.65
Max drawdown
-34.25%
Best month
14.30%
Worst month
-24.18%
Beta vs VTSAX
0.88
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.