Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.19%
3 year
15.23%
5 year
12.68%
10 year
9.93%
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.)
11.81%
Sharpe
1.22
Sortino
2.32
Max drawdown
-29.15%
Best month
13.52%
Worst month
-18.57%
Beta vs VTSAX
0.79
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.