Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.28%
3 year
11.69%
5 year
10.82%
10 year
10.02%
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.)
18.63%
Sharpe
0.53
Sortino
0.98
Max drawdown
-32.12%
Best month
19.94%
Worst month
-22.91%
Beta vs VTSAX
1.15
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.