Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.48%
3 year
27.89%
5 year
10.80%
10 year
14.34%
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.)
15.63%
Sharpe
1.55
Sortino
3.22
Max drawdown
-11.40%
Best month
11.59%
Worst month
-8.02%
Beta vs VTSAX
1.12
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.