Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.06%
3 year
13.14%
5 year
6.47%
10 year
8.28%
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.)
8.68%
Sharpe
1.45
Sortino
2.73
Max drawdown
-7.42%
Best month
6.53%
Worst month
-6.60%
Beta vs VTSAX
0.66
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.