Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.25%
3 year
18.17%
5 year
6.08%
10 year
11.22%
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.)
16.86%
Sharpe
1.05
Sortino
2.01
Max drawdown
-30.74%
Best month
12.64%
Worst month
-13.64%
Beta vs VTSAX
1.24
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.