Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.49%
3 year
13.07%
5 year
7.41%
10 year
9.53%
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.)
18.98%
Sharpe
0.58
Sortino
0.97
Max drawdown
-28.83%
Best month
12.30%
Worst month
-17.57%
Beta vs VTSAX
1.38
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.