Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.60%
3 year
11.93%
5 year
9.90%
10 year
10.01%
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.)
17.42%
Sharpe
0.55
Sortino
0.95
Max drawdown
-35.65%
Best month
16.56%
Worst month
-26.28%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.