Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.07%
3 year
32.39%
5 year
11.94%
10 year
14.84%
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.)
16.04%
Sharpe
1.75
Sortino
3.60
Max drawdown
-36.87%
Best month
15.28%
Worst month
-13.51%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.