Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.11%
3 year
10.56%
5 year
7.66%
10 year
7.83%
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.)
7.66%
Sharpe
1.34
Sortino
2.64
Max drawdown
-16.83%
Best month
11.81%
Worst month
-9.95%
Beta vs VTSAX
0.57
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.