Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.74%
3 year
15.02%
5 year
5.42%
10 year
12.71%
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.)
15.92%
Sharpe
0.80
Sortino
1.50
Max drawdown
-31.66%
Best month
16.32%
Worst month
-13.18%
Beta vs VTSAX
1.22
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.