Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.05%
3 year
13.96%
5 year
8.23%
10 year
8.79%
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.)
12.58%
Sharpe
1.10
Sortino
2.03
Max drawdown
-25.39%
Best month
12.53%
Worst month
-17.82%
Beta vs VTSAX
0.85
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.