Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.36%
3 year
10.43%
5 year
10.43%
10 year
10.14%
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
28 months through Jan. 31, 2026Volatility (ann.)
10.55%
Sharpe
1.68
Sortino
3.11
Max drawdown
-6.76%
Best month
6.58%
Worst month
-6.49%
Beta vs VTSAX
0.64
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.