Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.31%
3 year
13.76%
5 year
8.19%
10 year
10.97%
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.)
16.53%
Sharpe
0.76
Sortino
1.38
Max drawdown
-29.06%
Best month
14.90%
Worst month
-21.63%
Beta vs VTSAX
1.19
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.