Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.05%
3 year
12.11%
5 year
11.48%
10 year
7.84%
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.)
16.79%
Sharpe
0.57
Sortino
0.99
Max drawdown
-44.19%
Best month
19.80%
Worst month
-31.36%
Beta vs VTSAX
1.11
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.