Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.67%
3 year
13.69%
5 year
10.48%
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.)
15.32%
Sharpe
0.80
Sortino
1.51
Max drawdown
-29.38%
Best month
13.69%
Worst month
-20.79%
Beta vs VTSAX
1.06
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.