Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.84%
3 year
13.54%
5 year
-0.51%
10 year
11.18%
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.)
19.78%
Sharpe
0.55
Sortino
0.88
Max drawdown
-43.56%
Best month
16.66%
Worst month
-16.77%
Beta vs VTSAX
1.48
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.