Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.18%
3 year
17.17%
5 year
6.21%
10 year
12.74%
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.)
16.32%
Sharpe
0.88
Sortino
1.56
Max drawdown
-32.10%
Best month
13.57%
Worst month
-11.29%
Beta vs VTSAX
1.17
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.