Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.90%
3 year
10.70%
5 year
7.95%
10 year
9.35%
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.)
16.87%
Sharpe
0.54
Sortino
0.95
Max drawdown
-34.08%
Best month
15.98%
Worst month
-22.89%
Beta vs VTSAX
1.18
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.