Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.94%
3 year
12.00%
5 year
5.63%
10 year
7.72%
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.)
8.46%
Sharpe
1.27
Sortino
2.34
Max drawdown
-21.95%
Best month
8.34%
Worst month
-10.42%
Beta vs VTSAX
0.65
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.