Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.96%
3 year
7.41%
5 year
2.38%
10 year
4.10%
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.)
5.25%
Sharpe
1.24
Sortino
2.30
Max drawdown
-14.66%
Best month
4.45%
Worst month
-4.94%
Beta vs VTSAX
0.33
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.