Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.13%
3 year
10.16%
5 year
8.06%
10 year
6.88%
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
72 months through Jan. 31, 2026Volatility (ann.)
18.33%
Sharpe
0.55
Sortino
1.02
Max drawdown
-34.15%
Best month
17.63%
Worst month
-27.05%
Beta vs VTSAX
1.03
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.