Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.75%
3 year
16.43%
5 year
9.97%
10 year
9.33%
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
79 months through Jan. 31, 2026Volatility (ann.)
9.96%
Sharpe
1.56
Sortino
3.12
Max drawdown
-24.31%
Best month
10.56%
Worst month
-12.66%
Beta vs VTSAX
0.74
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.