Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
13.02%
5 year
9.21%
10 year
8.94%
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.)
9.78%
Sharpe
1.21
Sortino
2.25
Max drawdown
-20.98%
Best month
10.92%
Worst month
-12.90%
Beta vs VTSAX
0.72
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.