Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.15%
3 year
21.64%
5 year
19.86%
10 year
14.16%
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.)
17.04%
Sharpe
1.28
Sortino
2.62
Max drawdown
-38.65%
Best month
18.84%
Worst month
-28.25%
Beta vs VTSAX
1.11
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.