Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.83%
3 year
11.78%
5 year
10.15%
10 year
8.22%
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.)
11.91%
Sharpe
1.01
Sortino
1.81
Max drawdown
-17.43%
Best month
10.39%
Worst month
-12.07%
Beta vs VTSAX
0.79
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.