Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.36%
3 year
4.08%
5 year
4.72%
10 year
8.23%
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.)
15.15%
Sharpe
0.23
Sortino
0.35
Max drawdown
-21.11%
Best month
13.05%
Worst month
-8.01%
Beta vs VTSAX
0.88
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.