Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.70%
3 year
13.04%
5 year
5.07%
10 year
4.56%
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
72 months through Jan. 31, 2026Volatility (ann.)
10.17%
Sharpe
1.20
Sortino
1.95
Max drawdown
-18.11%
Best month
8.15%
Worst month
-5.76%
Beta vs VTSAX
0.37
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.