Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.71%
3 year
14.13%
5 year
1.03%
10 year
10.76%
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.)
19.30%
Sharpe
0.62
Sortino
1.03
Max drawdown
-40.22%
Best month
15.73%
Worst month
-16.28%
Beta vs VTSAX
1.44
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.