Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.19%
3 year
21.39%
5 year
12.33%
10 year
12.16%
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.)
11.52%
Sharpe
1.73
Sortino
3.53
Max drawdown
-23.85%
Best month
12.16%
Worst month
-13.83%
Beta vs VTSAX
0.93
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.