Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.30%
3 year
9.43%
5 year
3.92%
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
69 months through Jan. 31, 2026Volatility (ann.)
6.57%
Sharpe
1.27
Sortino
2.33
Max drawdown
-16.77%
Best month
6.23%
Worst month
-4.39%
Beta vs VTSAX
0.48
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.