Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.14%
3 year
13.36%
5 year
6.78%
10 year
7.46%
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.)
9.15%
Sharpe
1.38
Sortino
2.57
Max drawdown
-8.10%
Best month
7.27%
Worst month
-7.57%
Beta vs VTSAX
0.69
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.