Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.91%
3 year
14.55%
5 year
8.26%
10 year
6.19%
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
72 months through Jan. 31, 2026Volatility (ann.)
9.57%
Sharpe
1.46
Sortino
2.78
Max drawdown
-15.79%
Best month
9.91%
Worst month
-6.83%
Beta vs VTSAX
0.69
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.