Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.57%
3 year
10.22%
5 year
5.24%
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
72 months through Jan. 31, 2026Volatility (ann.)
7.27%
Sharpe
1.35
Sortino
2.70
Max drawdown
-18.58%
Best month
9.39%
Worst month
-12.76%
Beta vs VTSAX
0.44
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.