Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.16%
3 year
9.11%
5 year
9.25%
10 year
10.27%
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.)
13.81%
Sharpe
0.60
Sortino
1.02
Max drawdown
-31.74%
Best month
11.42%
Worst month
-23.78%
Beta vs VTSAX
0.90
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.