Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.61%
3 year
14.92%
5 year
1.19%
10 year
9.36%
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.)
17.00%
Sharpe
0.66
Sortino
1.11
Max drawdown
-40.84%
Best month
14.58%
Worst month
-13.90%
Beta vs VTSAX
0.72
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.