Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.12%
3 year
7.65%
5 year
9.63%
10 year
7.92%
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.)
11.38%
Sharpe
0.71
Sortino
1.12
Max drawdown
-30.60%
Best month
13.17%
Worst month
-18.52%
Beta vs VTSAX
0.62
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.