Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.52%
3 year
8.38%
5 year
2.47%
10 year
3.93%
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.)
6.15%
Sharpe
1.17
Sortino
2.10
Max drawdown
-17.30%
Best month
5.18%
Worst month
-5.74%
Beta vs VTSAX
0.40
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.