Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.19%
3 year
13.25%
5 year
9.06%
10 year
—
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
69 months through Jan. 31, 2026Volatility (ann.)
9.62%
Sharpe
1.32
Sortino
2.24
Max drawdown
-13.37%
Best month
6.37%
Worst month
-7.53%
Beta vs VTSAX
0.72
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.