Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.64%
3 year
17.56%
5 year
12.47%
10 year
11.10%
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.)
14.86%
Sharpe
1.20
Sortino
2.24
Max drawdown
-29.20%
Best month
16.44%
Worst month
-18.52%
Beta vs VTSAX
0.99
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.