Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.66%
3 year
23.16%
5 year
13.94%
10 year
14.73%
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.)
11.81%
Sharpe
1.79
Sortino
3.77
Max drawdown
-24.58%
Best month
12.98%
Worst month
-12.13%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.