Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.35%
3 year
18.01%
5 year
14.18%
10 year
13.37%
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.)
9.89%
Sharpe
1.78
Sortino
3.77
Max drawdown
-21.49%
Best month
11.68%
Worst month
-12.93%
Beta vs VTSAX
0.77
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.