Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.06%
3 year
10.22%
5 year
10.01%
10 year
9.77%
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.)
10.70%
Sharpe
0.99
Sortino
1.64
Max drawdown
-26.56%
Best month
13.18%
Worst month
-15.89%
Beta vs VTSAX
0.64
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.