Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.45%
3 year
30.13%
5 year
16.86%
10 year
16.79%
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.)
12.88%
Sharpe
2.10
Sortino
4.68
Max drawdown
-26.37%
Best month
13.68%
Worst month
-10.42%
Beta vs VTSAX
0.95
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.