Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.81%
3 year
32.00%
5 year
12.74%
10 year
15.32%
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.)
15.77%
Sharpe
1.70
Sortino
3.49
Max drawdown
-34.98%
Best month
13.84%
Worst month
-13.80%
Beta vs VTSAX
1.15
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.