Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.66%
3 year
6.87%
5 year
1.94%
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
65 months through Jan. 31, 2026Volatility (ann.)
6.37%
Sharpe
1.02
Sortino
1.60
Max drawdown
-18.31%
Best month
3.57%
Worst month
-6.44%
Beta vs VTSAX
0.30
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.