Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.38%
3 year
12.51%
5 year
12.09%
10 year
10.24%
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.)
14.43%
Sharpe
0.76
Sortino
1.35
Max drawdown
-35.53%
Best month
14.64%
Worst month
-24.87%
Beta vs VTSAX
0.96
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.