Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.07%
3 year
12.44%
5 year
11.20%
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.)
15.12%
Sharpe
0.73
Sortino
1.26
Max drawdown
-28.78%
Best month
13.73%
Worst month
-21.54%
Beta vs VTSAX
1.08
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.