Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.58%
3 year
15.47%
5 year
13.83%
10 year
12.15%
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.)
18.64%
Sharpe
0.71
Sortino
1.32
Max drawdown
-35.30%
Best month
15.63%
Worst month
-23.88%
Beta vs VTSAX
1.11
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.