Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.20%
3 year
14.52%
5 year
7.95%
10 year
8.31%
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.)
18.82%
Sharpe
0.66
Sortino
1.16
Max drawdown
-33.52%
Best month
13.90%
Worst month
-19.23%
Beta vs VTSAX
1.21
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.