Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.16%
3 year
10.90%
5 year
8.92%
10 year
9.55%
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.)
14.09%
Sharpe
0.87
Sortino
1.41
Max drawdown
-20.33%
Best month
10.54%
Worst month
-11.80%
Beta vs VTSAX
0.65
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.