Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.55%
3 year
13.93%
5 year
13.62%
10 year
12.23%
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.)
20.30%
Sharpe
0.50
Sortino
0.94
Max drawdown
-43.04%
Best month
20.50%
Worst month
-30.59%
Beta vs VTSAX
1.34
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.