Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.76%
3 year
8.26%
5 year
8.81%
10 year
8.76%
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
77 months through Jan. 31, 2026Volatility (ann.)
18.29%
Sharpe
0.42
Sortino
0.73
Max drawdown
-19.19%
Best month
12.11%
Worst month
-9.62%
Beta vs VTSAX
1.16
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.