Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.64%
3 year
21.66%
5 year
20.72%
10 year
14.64%
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.)
18.61%
Sharpe
1.19
Sortino
2.45
Max drawdown
-44.59%
Best month
21.20%
Worst month
-32.88%
Beta vs VTSAX
1.16
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.