Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.02%
3 year
14.38%
5 year
10.13%
10 year
11.73%
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.)
9.77%
Sharpe
1.47
Sortino
2.68
Max drawdown
-18.77%
Best month
10.84%
Worst month
-10.80%
Beta vs VTSAX
0.66
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.