Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.32%
3 year
15.50%
5 year
10.32%
10 year
—
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
72 months through Jan. 31, 2026Volatility (ann.)
8.68%
Sharpe
1.66
Sortino
3.55
Max drawdown
-13.63%
Best month
7.21%
Worst month
-5.79%
Beta vs VTSAX
0.69
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.