Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.77%
3 year
2.36%
5 year
5.43%
10 year
8.84%
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.)
11.58%
Sharpe
0.47
Sortino
0.74
Max drawdown
-19.02%
Best month
12.78%
Worst month
-11.76%
Beta vs VTSAX
0.37
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.