Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.52%
3 year
7.01%
5 year
2.99%
10 year
4.52%
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.)
5.26%
Sharpe
1.19
Sortino
2.16
Max drawdown
-14.55%
Best month
4.49%
Worst month
-5.83%
Beta vs VTSAX
0.36
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.