Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.21%
3 year
27.42%
5 year
3.17%
10 year
13.19%
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.)
19.07%
Sharpe
1.20
Sortino
2.17
Max drawdown
-46.56%
Best month
18.19%
Worst month
-16.26%
Beta vs VTSAX
1.41
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.