Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.61%
3 year
17.92%
5 year
6.80%
10 year
9.40%
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.)
23.88%
Sharpe
0.61
Sortino
1.07
Max drawdown
-36.99%
Best month
22.59%
Worst month
-26.11%
Beta vs VTSAX
1.74
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.