Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
6.95%
5 year
4.24%
10 year
4.01%
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.)
14.87%
Sharpe
0.32
Sortino
0.51
Max drawdown
-31.18%
Best month
13.08%
Worst month
-24.30%
Beta vs VTSAX
0.89
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.