Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.68%
3 year
11.19%
5 year
8.52%
10 year
10.47%
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.)
9.58%
Sharpe
1.14
Sortino
2.04
Max drawdown
-19.08%
Best month
9.29%
Worst month
-11.93%
Beta vs VTSAX
0.56
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.