Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.66%
3 year
13.90%
5 year
12.72%
10 year
11.83%
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.)
14.45%
Sharpe
0.90
Sortino
1.80
Max drawdown
-26.47%
Best month
14.02%
Worst month
-15.14%
Beta vs VTSAX
0.95
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.