Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.78%
3 year
12.74%
5 year
10.86%
10 year
14.04%
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.)
13.47%
Sharpe
0.75
Sortino
1.36
Max drawdown
-28.91%
Best month
15.20%
Worst month
-19.55%
Beta vs VTSAX
0.98
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.