Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.98%
3 year
14.77%
5 year
10.89%
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
78 months through Jan. 31, 2026Volatility (ann.)
9.45%
Sharpe
1.54
Sortino
2.94
Max drawdown
-19.78%
Best month
11.09%
Worst month
-12.78%
Beta vs VTSAX
0.68
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.