Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.19%
3 year
15.84%
5 year
7.91%
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.)
10.63%
Sharpe
1.44
Sortino
2.79
Max drawdown
-22.89%
Best month
7.89%
Worst month
-7.79%
Beta vs VTSAX
0.86
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.