Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.17%
3 year
17.96%
5 year
9.39%
10 year
10.76%
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
77 months through Jan. 31, 2026Volatility (ann.)
11.17%
Sharpe
1.50
Sortino
2.94
Max drawdown
-9.84%
Best month
7.94%
Worst month
-7.00%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.