Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.31%
3 year
10.15%
5 year
—
10 year
—
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
51 months through Jan. 31, 2026Volatility (ann.)
10.41%
Sharpe
0.92
Sortino
1.58
Max drawdown
-19.90%
Best month
8.34%
Worst month
-7.68%
Beta vs VTSAX
0.69
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.