Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.04%
3 year
12.44%
5 year
6.22%
10 year
7.08%
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.)
8.58%
Sharpe
1.30
Sortino
2.41
Max drawdown
-19.19%
Best month
6.84%
Worst month
-10.35%
Beta vs VTSAX
0.67
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.