Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
14.47%
5 year
7.96%
10 year
8.59%
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.)
18.18%
Sharpe
0.58
Sortino
1.02
Max drawdown
-39.34%
Best month
22.05%
Worst month
-29.66%
Beta vs VTSAX
1.28
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.