Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.78%
3 year
14.19%
5 year
9.40%
10 year
11.47%
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.)
13.79%
Sharpe
0.87
Sortino
1.63
Max drawdown
-26.25%
Best month
14.29%
Worst month
-18.23%
Beta vs VTSAX
1.04
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.