Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.16%
3 year
10.59%
5 year
10.71%
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
67 months through Jan. 31, 2026Volatility (ann.)
10.74%
Sharpe
1.03
Sortino
1.72
Max drawdown
-13.19%
Best month
13.17%
Worst month
-7.38%
Beta vs VTSAX
0.65
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.