Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.94%
3 year
14.26%
5 year
7.24%
10 year
8.88%
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.)
18.07%
Sharpe
0.65
Sortino
1.16
Max drawdown
-33.15%
Best month
17.00%
Worst month
-23.20%
Beta vs VTSAX
1.28
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.