Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.90%
3 year
11.44%
5 year
9.42%
10 year
9.10%
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.)
17.62%
Sharpe
0.52
Sortino
0.91
Max drawdown
-36.56%
Best month
16.63%
Worst month
-26.45%
Beta vs VTSAX
1.19
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.