Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.24%
3 year
10.56%
5 year
5.01%
10 year
9.03%
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.)
18.52%
Sharpe
0.46
Sortino
0.78
Max drawdown
-31.05%
Best month
18.48%
Worst month
-22.97%
Beta vs VTSAX
1.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.