Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.13%
3 year
8.34%
5 year
3.28%
10 year
5.40%
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.)
7.31%
Sharpe
1.02
Sortino
1.87
Max drawdown
-16.71%
Best month
6.00%
Worst month
-9.10%
Beta vs VTSAX
0.47
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.