Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.72%
3 year
14.03%
5 year
6.93%
10 year
9.13%
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.)
9.67%
Sharpe
1.30
Sortino
2.46
Max drawdown
-23.73%
Best month
10.13%
Worst month
-12.61%
Beta vs VTSAX
0.76
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.