Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.66%
3 year
17.25%
5 year
9.45%
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
78 months through Jan. 31, 2026Volatility (ann.)
11.12%
Sharpe
1.40
Sortino
2.71
Max drawdown
-24.54%
Best month
13.00%
Worst month
-16.04%
Beta vs VTSAX
0.89
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.