Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.14%
3 year
5.97%
5 year
7.03%
10 year
9.44%
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.)
13.45%
Sharpe
0.48
Sortino
0.77
Max drawdown
-16.31%
Best month
13.24%
Worst month
-7.67%
Beta vs VTSAX
0.59
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.