Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.63%
3 year
9.45%
5 year
11.96%
10 year
10.38%
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.)
14.28%
Sharpe
0.72
Sortino
1.21
Max drawdown
-29.37%
Best month
13.07%
Worst month
-18.97%
Beta vs VTSAX
0.78
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.