Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.51%
3 year
12.00%
5 year
10.19%
10 year
8.43%
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.)
19.13%
Sharpe
0.52
Sortino
0.92
Max drawdown
-39.71%
Best month
20.33%
Worst month
-29.40%
Beta vs VTSAX
1.23
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.