Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.65%
3 year
12.38%
5 year
9.93%
10 year
12.01%
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
72 months through Jan. 31, 2026Volatility (ann.)
14.50%
Sharpe
0.88
Sortino
1.64
Max drawdown
-22.44%
Best month
13.35%
Worst month
-16.07%
Beta vs VTSAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.