Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.51%
3 year
11.22%
5 year
7.34%
10 year
7.63%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
66 months through Jan. 31, 2026Volatility (ann.)
6.98%
Sharpe
1.54
Sortino
3.03
Max drawdown
-15.05%
Best month
6.70%
Worst month
-6.02%
Beta vs VTSAX
0.48
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.