Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.02%
3 year
12.82%
5 year
6.03%
10 year
7.86%
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.)
7.33%
Sharpe
1.63
Sortino
3.35
Max drawdown
-20.60%
Best month
8.04%
Worst month
-11.88%
Beta vs VTSAX
0.55
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.