Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.83%
3 year
14.71%
5 year
7.97%
10 year
9.71%
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.)
9.81%
Sharpe
1.37
Sortino
2.67
Max drawdown
-22.42%
Best month
10.36%
Worst month
-12.99%
Beta vs VTSAX
0.76
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.