Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
8.47%
5 year
8.67%
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.)
10.19%
Sharpe
0.85
Sortino
1.42
Max drawdown
-17.48%
Best month
10.66%
Worst month
-9.98%
Beta vs VTSAX
0.68
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.