Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.68%
3 year
4.47%
5 year
6.15%
10 year
10.43%
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.)
17.99%
Sharpe
0.22
Sortino
0.35
Max drawdown
-28.82%
Best month
15.09%
Worst month
-16.36%
Beta vs VTSAX
1.01
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.