Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.13%
3 year
13.77%
5 year
12.42%
10 year
12.11%
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.)
18.16%
Sharpe
0.58
Sortino
0.91
Max drawdown
-32.33%
Best month
16.19%
Worst month
-22.54%
Beta vs VTSAX
0.98
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.