Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.51%
3 year
15.90%
5 year
6.46%
10 year
10.91%
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.)
17.49%
Sharpe
0.78
Sortino
1.45
Max drawdown
-30.06%
Best month
18.61%
Worst month
-21.42%
Beta vs VTSAX
1.25
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.