Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.12%
3 year
13.84%
5 year
8.74%
10 year
10.40%
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.)
14.54%
Sharpe
0.82
Sortino
1.55
Max drawdown
-26.66%
Best month
13.49%
Worst month
-18.78%
Beta vs VTSAX
1.09
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.