Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.28%
3 year
7.79%
5 year
4.26%
10 year
7.03%
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.)
13.98%
Sharpe
0.70
Sortino
1.30
Max drawdown
-24.86%
Best month
13.98%
Worst month
-15.22%
Beta vs VTSAX
0.76
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.