Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.42%
3 year
9.75%
5 year
6.82%
10 year
—
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.)
11.11%
Sharpe
0.80
Sortino
1.52
Max drawdown
-26.85%
Best month
9.16%
Worst month
-19.59%
Beta vs VTSAX
0.63
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.