Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.43%
3 year
9.03%
5 year
8.15%
10 year
10.00%
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.)
17.43%
Sharpe
0.50
Sortino
0.82
Max drawdown
-29.02%
Best month
17.42%
Worst month
-16.39%
Beta vs VTSAX
0.93
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.