Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.53%
3 year
21.20%
5 year
16.71%
10 year
14.14%
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.)
18.31%
Sharpe
1.16
Sortino
2.27
Max drawdown
-18.18%
Best month
11.94%
Worst month
-11.29%
Beta vs VTSAX
0.87
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.