Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.70%
3 year
12.87%
5 year
10.40%
10 year
8.29%
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.)
13.26%
Sharpe
0.82
Sortino
1.49
Max drawdown
-39.98%
Best month
16.08%
Worst month
-29.14%
Beta vs VTSAX
0.78
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.