Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.97%
3 year
21.67%
5 year
12.84%
10 year
12.80%
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.)
11.21%
Sharpe
1.75
Sortino
3.69
Max drawdown
-25.31%
Best month
12.85%
Worst month
-13.75%
Beta vs VTSAX
0.90
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.