Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.16%
3 year
15.20%
5 year
11.26%
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
78 months through Jan. 31, 2026Volatility (ann.)
10.55%
Sharpe
1.40
Sortino
2.64
Max drawdown
-20.21%
Best month
10.12%
Worst month
-9.65%
Beta vs VTSAX
0.80
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.