Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.85%
3 year
11.66%
5 year
5.39%
10 year
7.02%
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.)
7.98%
Sharpe
1.41
Sortino
2.61
Max drawdown
-6.77%
Best month
6.13%
Worst month
-6.18%
Beta vs VTSAX
0.60
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.