Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.80%
3 year
14.24%
5 year
5.87%
10 year
8.36%
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.)
17.43%
Sharpe
0.79
Sortino
1.48
Max drawdown
-31.70%
Best month
17.97%
Worst month
-18.77%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.