Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.57%
3 year
14.34%
5 year
8.67%
10 year
11.01%
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.)
14.96%
Sharpe
0.83
Sortino
1.56
Max drawdown
-27.04%
Best month
14.33%
Worst month
-19.48%
Beta vs VTSAX
1.12
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.