Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.73%
3 year
12.55%
5 year
8.99%
10 year
9.56%
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
78 months through Jan. 31, 2026Volatility (ann.)
14.69%
Sharpe
0.70
Sortino
1.25
Max drawdown
-40.38%
Best month
19.01%
Worst month
-30.00%
Beta vs VTSAX
0.97
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.