Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.63%
3 year
13.87%
5 year
10.54%
10 year
11.05%
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.)
18.43%
Sharpe
0.59
Sortino
1.09
Max drawdown
-32.49%
Best month
17.48%
Worst month
-22.08%
Beta vs VTSAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.