Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.99%
3 year
23.37%
5 year
12.98%
10 year
17.29%
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.)
18.22%
Sharpe
1.20
Sortino
2.45
Max drawdown
-22.44%
Best month
14.10%
Worst month
-13.44%
Beta vs VTSAX
1.25
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.