Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.20%
3 year
11.11%
5 year
3.58%
10 year
9.09%
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
77 months through Jan. 31, 2026Volatility (ann.)
17.25%
Sharpe
0.48
Sortino
0.79
Max drawdown
-17.78%
Best month
10.69%
Worst month
-8.75%
Beta vs VTSAX
1.27
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.